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Disclosery

Apella Capital, LLC: URI position timeline

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

Apella Capital, LLC held 441 URI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 441 shares
    Change vs previous 13F +79 shares

    0.01% of the 13F portfolio, value $457,792.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 362 shares
    Change vs previous 13F +26 shares

    0.01% of the 13F portfolio, value $382,567.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 336 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $267,561.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 330 shares
    Change vs previous 13F +30 shares

    0.01% of the 13F portfolio, value $267,079.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 300 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $301,699.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 287 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $224,992.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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