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Disclosery

CAPE ANN SAVINGS BANK: URI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPE ANN SAVINGS BANK on URI, newest first. How the timeline and the estimate are built.

CAPE ANN SAVINGS BANK held 465 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 465 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $526,794.

    13F-HR 0000936938-26-000003 filed by CAPE ANN SAVINGS BANK
    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 465 shares
    Change vs previous 13F -5 shares

    0.17% of the 13F portfolio, value $338,780.

    13F-HR 0000936938-26-000002 filed by CAPE ANN SAVINGS BANK
    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 470 shares
    Change vs previous 13F +180 shares

    0.2% of the 13F portfolio, value $380,380.

    13F-HR 0000936938-26-000001 filed by CAPE ANN SAVINGS BANK
    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 290 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $276,851.

    13F-HR 0000936938-25-000008 filed by CAPE ANN SAVINGS BANK
    Filed (acceptance time not in the bulk data set), ingested

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