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Disclosery

United Asset Strategies, Inc.: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Asset Strategies, Inc. on XLP, newest first. How the timeline and the estimate are built.

United Asset Strategies, Inc. held 102,506 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,506 shares
    Change vs previous 13F -31,350 shares

    0.6% of the 13F portfolio, value $8,515,185.

    13F-HR 0002085853-26-000695 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 133,856 shares
    Change vs previous 13F +8,498 shares

    0.87% of the 13F portfolio, value $10,973,486.

    13F-HR 0002085853-26-000524 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 125,358 shares
    Change vs previous 13F +27,215 shares

    0.75% of the 13F portfolio, value $9,737,786.

    13F-HR 0001193125-26-026726 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 98,143 shares
    Change vs previous 13F +1,864 shares

    0.62% of the 13F portfolio, value $7,691,505.

    13F-HR 0001193125-25-248293 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 96,279 shares
    Change vs previous 13F -1,581 shares

    0.67% of the 13F portfolio, value $7,795,742.

    13F-HR 0000950123-25-007303 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 97,860 shares
    Change vs previous 13F -669 shares

    0.74% of the 13F portfolio, value $7,992,193.

    13F-HR 0000950123-25-005096 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 98,529 shares
    Change vs previous 13F +852 shares

    0.71% of the 13F portfolio, value $7,745,347.

    13F-HR 0000950123-25-000460 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 97,677 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $8,107,181.

    13F-HR 0000950123-24-009949 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).