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Disclosery

Arkadios Wealth Advisors: URI position timeline

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

Arkadios Wealth Advisors held 6,353 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,353 shares
    Change vs previous 13F +95 shares

    0.11% of the 13F portfolio, value $7,197,143.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 6,258 shares
    Change vs previous 13F -114 shares

    0.08% of the 13F portfolio, value $4,559,301.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 6,372 shares
    Change vs previous 13F -164 shares

    0.1% of the 13F portfolio, value $5,157,359.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 6,536 shares
    Change vs previous 13F +454 shares

    0.15% of the 13F portfolio, value $6,239,969.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 6,082 shares
    Change vs previous 13F +239 shares

    0.14% of the 13F portfolio, value $4,582,167.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 5,843 shares
    Change vs previous 13F +5,236 shares

    0.14% of the 13F portfolio, value $3,661,580.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 607 shares
    Change vs previous 13F +302 shares

    0.02% of the 13F portfolio, value $427,523.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 305 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $246,838.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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