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Disclosery

Athena Wealth Management, LLC: URI position timeline

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

Athena Wealth Management, LLC held 1,096 URI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,096 shares
    Change vs previous 13F +92 shares

    0.79% of the 13F portfolio, value $1,096,847.

    13F-HR 0001172661-26-004463 filed by Athena Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,004 shares
    Change vs previous 13F +120 shares

    0.85% of the 13F portfolio, value $1,137,954.

    13F-HR 0001172661-26-002714 filed by Athena Wealth 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 ended2026-03-31
    13F 884 shares
    Change vs previous 13F +408 shares

    0.53% of the 13F portfolio, value $644,065.

    13F-HR 0001172661-26-001507 filed by Athena Wealth 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 ended2025-12-31
    13F 476 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $385,038.

    13F-HR 0001172661-26-001506 filed by Athena Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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