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Disclosery

Advisors Asset Management, Inc.: URI position timeline

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

Advisors Asset Management, Inc. held 12,943 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,943 shares
    Change vs previous 13F +342 shares

    0.22% of the 13F portfolio, value $14,662,995.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, 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 12,601 shares
    Change vs previous 13F +742 shares

    0.15% of the 13F portfolio, value $9,180,585.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, 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/A 11,859 shares
    Change vs previous 13F +229 shares

    0.16% of the 13F portfolio, value $9,597,726.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, 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/A 11,630 shares
    Change vs previous 13F +719 shares

    0.19% of the 13F portfolio, value $11,102,696.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, 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/A 10,911 shares
    Change vs previous 13F -555 shares

    0.15% of the 13F portfolio, value $8,220,347.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, 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/A 11,466 shares
    Change vs previous 13F -1,550 shares

    0.13% of the 13F portfolio, value $7,185,742.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, 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/A 13,016 shares
    Change vs previous 13F -1,614 shares

    0.17% of the 13F portfolio, value $9,168,991.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, 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/A 14,630 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $11,846,350.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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