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Disclosery

Access Investment Management LLC: URI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Access Investment Management LLC on URI, newest first. How the timeline and the estimate are built.

Access Investment Management LLC held 31,974 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,974 shares
    Change vs previous 13F +52 shares

    9.27% of the 13F portfolio, value $36,223,025.

    13F-HR 0002010477-26-000003 filed by Access Investment Management LLC
    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 31,922 shares
    Change vs previous 13F +8 shares

    6.19% of the 13F portfolio, value $23,257,093.

    13F-HR 0002010477-26-000002 filed by Access Investment Management LLC
    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 31,914 shares
    Change vs previous 13F 0 shares

    8.19% of the 13F portfolio, value $30,467,020.

    13F-HR 0002010477-26-000001 filed by Access Investment Management LLC
    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 31,914 shares
    Change vs previous 13F +31 shares

    8.19% of the 13F portfolio, value $30,467,020.

    13F-HR 0002010477-25-000008 filed by Access Investment Management LLC
    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 31,883 shares
    Change vs previous 13F +53 shares

    6.84% of the 13F portfolio, value $24,020,653.

    13F-HR 0002010477-25-000006 filed by Access Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 31,830 shares
    Change vs previous 13F +25 shares

    6.5% of the 13F portfolio, value $22,422,326.

    13F-HR 0002010477-25-000001 filed by Access Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 31,805 shares
    Change vs previous 13F not available

    7.84% of the 13F portfolio, value $25,753,463.

    13F-HR 0002010477-24-000004 filed by Access Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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