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Disclosery

Avid Wealth Partners LLC: URA position timeline

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

Avid Wealth Partners LLC held 305,083 URA 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 305,083 shares
    Change vs previous 13F +21,392 shares

    6.45% of the 13F portfolio, value $13,332,106.

    13F-HR 0001992344-26-000007 filed by Avid Wealth Partners 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 283,691 shares
    Change vs previous 13F +1,990 shares

    6.49% of the 13F portfolio, value $13,739,168.

    13F-HR 0001992344-26-000005 filed by Avid Wealth Partners 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 281,701 shares
    Change vs previous 13F -31,728 shares

    5.88% of the 13F portfolio, value $12,037,071.

    13F-HR 0001992344-26-000003 filed by Avid Wealth Partners 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 313,429 shares
    Change vs previous 13F -1,235 shares

    7.43% of the 13F portfolio, value $14,941,146.

    13F-HR 0001992344-25-000009 filed by Avid Wealth Partners 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 314,664 shares
    Change vs previous 13F -15,314 shares

    6.99% of the 13F portfolio, value $12,212,098.

    13F-HR 0001992344-25-000005 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 329,978 shares
    Change vs previous 13F +73,987 shares

    5.13% of the 13F portfolio, value $7,563,089.

    13F-HR 0001992344-25-000003 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 255,991 shares
    Change vs previous 13F -43,078 shares

    4.87% of the 13F portfolio, value $6,855,439.

    13F-HR 0001992344-25-000002 filed by Avid Wealth Partners LLC
    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 299,069 shares
    Change vs previous 13F not available

    6.06% of the 13F portfolio, value $8,556,364.

    13F-HR 0001992344-24-000006 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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