Skip to content
Disclosery

United Asset Strategies, Inc.: XLU position timeline

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

United Asset Strategies, Inc. held 12,721 XLU 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 12,721 shares
    Change vs previous 13F -484 shares

    0.04% of the 13F portfolio, value $576,762.

    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 13,205 shares
    Change vs previous 13F -6,970 shares

    0.05% of the 13F portfolio, value $605,992.

    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 20,175 shares
    Change vs previous 13F +10,944 shares

    0.07% of the 13F portfolio, value $861,258.

    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 9,231 shares
    Change vs previous 13F -497 shares

    0.06% of the 13F portfolio, value $805,019.

    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 9,728 shares
    Change vs previous 13F -607 shares

    0.07% of the 13F portfolio, value $794,351.

    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 10,335 shares
    Change vs previous 13F +1,760 shares

    0.08% of the 13F portfolio, value $814,930.

    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 8,575 shares
    Change vs previous 13F -651 shares

    0.06% of the 13F portfolio, value $649,026.

    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 9,226 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $745,241.

    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).