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Disclosery

Buffington Mohr McNeal: URI position timeline

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

Buffington Mohr McNeal held 17,480 URI shares at 2025-03-31 per its 13F-HR filed 2025-04-28.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 17,480 shares
    Change vs previous 13F -2,132 shares

    2.16% of the 13F portfolio, value $10,954,943.

    13F-HR 0001317829-25-000002 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 19,612 shares
    Change vs previous 13F -183 shares

    2.29% of the 13F portfolio, value $13,815,369.

    13F-HR 0001317829-25-000001 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 19,795 shares
    Change vs previous 13F -30 shares

    2.64% of the 13F portfolio, value $16,028,201.

    13F-HR 0001317829-24-000007 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 19,825 shares
    Change vs previous 13F -718 shares

    2.25% of the 13F portfolio, value $12,821,484.

    13F-HR 0001317829-24-000003 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 20,543 shares
    Change vs previous 13F -149 shares

    2.68% of the 13F portfolio, value $14,813,503.

    13F-HR 0001317829-24-000002 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 20,692 shares
    Change vs previous 13F -51 shares

    2.38% of the 13F portfolio, value $11,865,306.

    13F-HR 0001317829-24-000001 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 20,743 shares
    Change vs previous 13F -436 shares

    2.1% of the 13F portfolio, value $9,221,573.

    13F-HR 0001317829-23-000004 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 21,179 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $9,432,566.

    13F-HR 0001317829-23-000003 filed by Buffington Mohr McNeal
    Filed (acceptance time not in the bulk data set), ingested

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