Skip to content
Disclosery

United Asset Strategies, Inc.: XLV position timeline

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

United Asset Strategies, Inc. held 15,912 XLV 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 15,912 shares
    Change vs previous 13F +743 shares

    0.18% of the 13F portfolio, value $2,524,563.

    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 15,169 shares
    Change vs previous 13F -3,454 shares

    0.18% of the 13F portfolio, value $2,223,883.

    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 18,623 shares
    Change vs previous 13F -759 shares

    0.22% of the 13F portfolio, value $2,882,804.

    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 19,382 shares
    Change vs previous 13F -74 shares

    0.22% of the 13F portfolio, value $2,697,456.

    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 19,456 shares
    Change vs previous 13F -402 shares

    0.22% of the 13F portfolio, value $2,622,476.

    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 19,858 shares
    Change vs previous 13F -60,369 shares

    0.27% of the 13F portfolio, value $2,899,398.

    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 80,227 shares
    Change vs previous 13F +55,567 shares

    1.01% of the 13F portfolio, value $11,036,779.

    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 24,660 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,798,122.

    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).