IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

United Asset Strategies, Inc.GrowthConcentrated trader

CIK: 0001539948 | GARDEN CITY, NY

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR268$1.5B2026-10-28SEC ↗
Q2 2026
13F-HR259$1.4B2026-07-13SEC ↗
Q1 2026
13F-HR257$1.3B2026-04-29SEC ↗
Q4 2025
13F-HR262$1.3B2026-01-28SEC ↗
Q3 2025
13F-HR250$1.2B2025-10-23SEC ↗
Q2 2025
13F-HR239$1.2B2025-08-08SEC ↗
Q1 2025
13F-HR234$1.1B2025-05-14SEC ↗
Q4 2024
13F-HR231$1.1B2025-01-22SEC ↗
Q3 2024
13F-HR237$1.1B2024-10-28SEC ↗
Q2 2024
13F-HR226$1.0B2024-08-01SEC ↗
Q1 2024
13F-HR234$1.0B2024-04-23SEC ↗
Q4 2023
13F-HR236$890.2M2024-01-30SEC ↗
Q3 2023
13F-HR230$773.5M2023-11-07SEC ↗
Q2 2023
13F-HR231$802.1M2023-07-25SEC ↗
Q1 2023Amended
13F-HR/A225$757.9M2023-04-25SEC ↗
Q4 2022
13F-HR226$717.5M2023-01-26SEC ↗
Q3 2022
13F-HR210$58.3M2022-10-24SEC ↗
Q2 2022
13F-HR207$51.6M2022-08-15SEC ↗
Q1 2022
13F-HR210$25.0M2022-04-29SEC ↗
Q4 2021
13F-HR211$45.5M2022-01-31SEC ↗
Q3 2021
13F-HR207$34.9M2021-10-21SEC ↗
Q2 2021
13F-HR204$37.5M2021-07-19SEC ↗
Q1 2021
13F-HR216$35.4M2021-04-27SEC ↗
Q4 2020
13F-HR201$33.4M2021-02-05SEC ↗
Q3 2020
13F-HR194$32.8M2020-11-03SEC ↗
Q2 2020
13F-HR188$35.5M2020-08-03SEC ↗
Q1 2020
13F-HR178$6.3M2020-05-08SEC ↗
Q4 2019
13F-HR199$14.1M2020-02-12SEC ↗
Q3 2019
13F-HR180$11.2M2019-11-01SEC ↗
Q2 2019
13F-HR190$9.9M2019-07-31SEC ↗
Q1 2019
13F-HR200$9.5M2019-05-02SEC ↗
Q4 2018
13F-HR188$13.1M2019-02-11SEC ↗
Q3 2018
13F-HR204$13.6M2018-11-07SEC ↗
Q2 2018
13F-HR193$13.5M2018-08-07SEC ↗
Q1 2018
13F-HR195$13.0M2018-05-14SEC ↗
Q4 2017
13F-HR190$12.4M2018-02-09SEC ↗
Q3 2017
13F-HR121$3.5M2017-11-02SEC ↗
Q2 2017
13F-HR150$13.3M2017-08-02SEC ↗
Q1 2017
13F-HR146$14.1M2017-05-09SEC ↗
Q4 2016
13F-HR148$11.1M2017-02-08SEC ↗
Q3 2016
13F-HR137$10.9M2016-11-04SEC ↗
Q2 2016
13F-HR139$13.1M2016-08-01SEC ↗
Q1 2016
13F-HR126$10.9M2016-05-05SEC ↗
Q4 2015
13F-HR137$3.6M2016-02-09SEC ↗
Q3 2015
13F-HR127$3.6M2015-11-04SEC ↗
Q2 2015
13F-HR129$7.3M2015-08-14SEC ↗
Q1 2015Amended
13F-HR/A116$617.6K2015-05-13SEC ↗
Q4 2014
13F-HR129$4.1M2015-02-17SEC ↗
Q3 2014
13F-HR131$3.6M2014-11-03SEC ↗
Q2 2014Amended
13F-HR/A120$6.1M2014-08-14SEC ↗
Q1 2014
13F-HR100$5.6M2014-05-13SEC ↗
Q4 2013
13F-HR86$4.7M2014-01-27SEC ↗
Q3 2013
13F-HR87$3.1M2013-11-08SEC ↗
Q2 2013
13F-HR90$3.8M2013-08-07SEC ↗