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Disclosery

Baer Investment Advisory LLC: URI position timeline

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

Baer Investment Advisory LLC held 2,993 URI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,993 shares
    Change vs previous 13F -45 shares

    3.41% of the 13F portfolio, value $2,995,335.

    13F-HR 0001754960-26-000849 filed by Baer Investment Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,038 shares
    Change vs previous 13F -277 shares

    4.1% of the 13F portfolio, value $3,377,527.

    13F-HR 0001754960-26-000758 filed by Baer Investment Advisory 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/A 3,315 shares
    Change vs previous 13F -57 shares

    3.43% of the 13F portfolio, value $2,415,176.

    13F-HR/A 0001754960-26-000346 filed by Baer Investment Advisory 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 3,372 shares
    Change vs previous 13F +245 shares

    3.81% of the 13F portfolio, value $2,729,027.

    13F-HR 0001754960-26-000100 filed by Baer Investment Advisory 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 3,127 shares
    Change vs previous 13F +46 shares

    3.74% of the 13F portfolio, value $2,985,222.

    13F-HR 0001754960-25-000723 filed by Baer Investment Advisory 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/A 3,081 shares
    Change vs previous 13F -121 shares

    3.48% of the 13F portfolio, value $2,129,433.

    13F-HR/A 0001754960-25-000552 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,202 shares
    Change vs previous 13F +18 shares

    3.58% of the 13F portfolio, value $2,765,512.

    13F-HR 0001754960-25-000268 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,184 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $3,682,354.

    13F-HR 0001754960-25-000152 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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