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Disclosery

Cercano Management LLC: URI position timeline

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

Cercano Management LLC held 1,659 URI shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,659 shares
    Change vs previous 13F -5,620 shares

    0.25% of the 13F portfolio, value $1,879,465.

    13F-HR/A 0001062993-26-004352 filed by Cercano Management 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 7,279 shares
    Change vs previous 13F -179 shares

    0.23% of the 13F portfolio, value $5,303,188.

    13F-HR 0001062993-26-002563 filed by Cercano Management 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 7,458 shares
    Change vs previous 13F +7,248 shares

    0.23% of the 13F portfolio, value $6,035,909.

    13F-HR 0001062993-26-000745 filed by Cercano Management 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 210 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $200,479.

    13F-HR 0001062993-25-016553 filed by Cercano Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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