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Disclosery

Avid Wealth Partners LLC: URNM position timeline

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

Avid Wealth Partners LLC held 5,437 URNM 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 5,437 shares
    Change vs previous 13F +1,738 shares

    0.14% of the 13F portfolio, value $285,932.

    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 3,699 shares
    Change vs previous 13F -196 shares

    0.11% of the 13F portfolio, value $233,592.

    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 3,895 shares
    Change vs previous 13F +3,895 shares

    0.1% of the 13F portfolio, value $213,797.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -30,665 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 30,665 shares
    Change vs previous 13F +20,272 shares

    0.67% of the 13F portfolio, value $994,773.

    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).

  6. period ended2024-12-31
    13F 10,393 shares
    Change vs previous 13F -1,788 shares

    0.3% of the 13F portfolio, value $418,942.

    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).

  7. period ended2024-09-30
    13F 12,181 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $558,864.

    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).