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Disclosery

Broadleaf Partners, LLC: URI position timeline

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

Broadleaf Partners, LLC held 10,196 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,196 shares
    Change vs previous 13F +253 shares

    2.24% of the 13F portfolio, value $11,550,946.

    13F-HR 0001193125-26-347796 filed by Broadleaf 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 9,943 shares
    Change vs previous 13F -344 shares

    1.69% of the 13F portfolio, value $7,244,072.

    13F-HR 0001193125-26-223013 filed by Broadleaf 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 10,287 shares
    Change vs previous 13F -18 shares

    1.76% of the 13F portfolio, value $8,325,475.

    13F-HR 0001193125-26-049981 filed by Broadleaf 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 10,305 shares
    Change vs previous 13F -191 shares

    2.05% of the 13F portfolio, value $9,837,771.

    13F-HR 0001193125-25-280140 filed by Broadleaf 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 10,496 shares
    Change vs previous 13F +18 shares

    1.74% of the 13F portfolio, value $7,907,686.

    13F-HR 0000950123-25-008072 filed by Broadleaf 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 10,478 shares
    Change vs previous 13F -211 shares

    1.72% of the 13F portfolio, value $6,566,563.

    13F-HR 0000950123-25-005173 filed by Broadleaf 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 10,689 shares
    Change vs previous 13F -133 shares

    1.76% of the 13F portfolio, value $7,529,759.

    13F-HR 0000950123-25-001974 filed by Broadleaf 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 10,822 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $8,762,898.

    13F-HR 0000950123-24-010949 filed by Broadleaf Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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