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Disclosery

BlueChip Wealth Advisors LLC: URI position timeline

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

BlueChip Wealth Advisors LLC held 0 URI shares at 2025-12-31 per its 13F-HR filed 2026-02-05.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -297 shares

    13F-HR 0002015578-26-000002 filed by BlueChip Wealth Advisors 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.

  2. period ended2025-09-30
    13F 297 shares
    Change vs previous 13F -21 shares

    0.12% of the 13F portfolio, value $283,533.

    13F-HR 0002015578-25-000005 filed by BlueChip Wealth 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 ended2025-06-30
    13F 318 shares
    Change vs previous 13F -20 shares

    0.11% of the 13F portfolio, value $239,580.

    13F-HR 0001085146-25-004332 filed by BlueChip Wealth 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 ended2025-03-31
    13F 338 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $211,826.

    13F-HR 0001085146-25-002624 filed by BlueChip Wealth 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 ended2024-12-31
    13F 337 shares
    Change vs previous 13F -21 shares

    0.13% of the 13F portfolio, value $237,396.

    13F-HR 0001085146-25-001054 filed by BlueChip Wealth 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 ended2024-09-30
    13F 358 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $289,883.

    13F-HR 0001085146-24-005754 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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