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Disclosery

CAPTRUST FINANCIAL ADVISORS: URI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 23,718 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 23,718 shares
    Change vs previous 13F +39 shares

    0.04% of the 13F portfolio, value $26,870,400.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 23,679 shares
    Change vs previous 13F -481 shares

    0.03% of the 13F portfolio, value $17,250,945.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 24,160 shares
    Change vs previous 13F +937 shares

    0.04% of the 13F portfolio, value $19,553,549.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 23,223 shares
    Change vs previous 13F -355 shares

    0.05% of the 13F portfolio, value $22,170,418.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 23,578 shares
    Change vs previous 13F +71 shares

    0.04% of the 13F portfolio, value $17,763,700.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 23,507 shares
    Change vs previous 13F +355 shares

    0.04% of the 13F portfolio, value $14,731,583.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 23,152 shares
    Change vs previous 13F +51 shares

    0.05% of the 13F portfolio, value $16,309,361.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 23,101 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $18,705,936.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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