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Disclosery

Bellwether Advisors, LLC: URI position timeline

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

Bellwether Advisors, LLC held 5,843 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,843 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $6,619,476.

    13F-HR 0001819815-26-000003 filed by Bellwether Advisors, 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 5,843 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $4,256,976.

    13F-HR 0001819815-26-000002 filed by Bellwether Advisors, 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 5,843 shares
    Change vs previous 13F -69 shares

    0.75% of the 13F portfolio, value $4,728,857.

    13F-HR 0001819815-26-000001 filed by Bellwether Advisors, 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 5,912 shares
    Change vs previous 13F -113 shares

    0.93% of the 13F portfolio, value $5,643,950.

    13F-HR 0001819815-25-000006 filed by Bellwether Advisors, 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 6,025 shares
    Change vs previous 13F -88 shares

    0.78% of the 13F portfolio, value $4,539,235.

    13F-HR 0001819815-25-000003 filed by Bellwether Advisors, 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 6,113 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $3,831,017.

    13F-HR 0001946654-25-000004 filed by Bellwether Advisors, 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 6,113 shares
    Change vs previous 13F -75 shares

    0.77% of the 13F portfolio, value $4,306,242.

    13F-HR 0001819815-25-000001 filed by Bellwether Advisors, 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 6,188 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $5,010,609.

    13F-HR 0001085146-24-005470 filed by Bellwether Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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