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Disclosery

United Asset Strategies, Inc.: XMHQ position timeline

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

United Asset Strategies, Inc. held 24,101 XMHQ 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 24,101 shares
    Change vs previous 13F -2,113 shares

    0.19% of the 13F portfolio, value $2,720,521.

    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 26,214 shares
    Change vs previous 13F -934 shares

    0.22% of the 13F portfolio, value $2,709,741.

    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 27,148 shares
    Change vs previous 13F -312 shares

    0.21% of the 13F portfolio, value $2,780,498.

    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 27,460 shares
    Change vs previous 13F -1,421 shares

    0.23% of the 13F portfolio, value $2,882,202.

    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 28,881 shares
    Change vs previous 13F +776 shares

    0.24% of the 13F portfolio, value $2,837,269.

    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 28,105 shares
    Change vs previous 13F +2,260 shares

    0.24% of the 13F portfolio, value $2,572,451.

    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 25,845 shares
    Change vs previous 13F +8,083 shares

    0.23% of the 13F portfolio, value $2,544,957.

    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 17,762 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,822,026.

    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).