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Chesley Taft & Associates LLC: URI position timeline

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

Chesley Taft & Associates LLC held 3,566 URI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,566 shares
    Change vs previous 13F -98 shares

    0.14% of the 13F portfolio, value $3,568,782.

    13F-HR 0001164632-26-000006 filed by Chesley Taft & Associates LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,664 shares
    Change vs previous 13F -166 shares

    0.16% of the 13F portfolio, value $4,150,909.

    13F-HR 0001164632-26-000004 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,830 shares
    Change vs previous 13F -7 shares

    0.12% of the 13F portfolio, value $2,790,385.

    13F-HR 0001164632-26-000002 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,837 shares
    Change vs previous 13F +10 shares

    0.12% of the 13F portfolio, value $3,105,361.

    13F-HR 0001164632-26-000001 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,827 shares
    Change vs previous 13F -25 shares

    0.15% of the 13F portfolio, value $3,653,484.

    13F-HR 0001085146-25-005836 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,852 shares
    Change vs previous 13F -10 shares

    0.13% of the 13F portfolio, value $2,902,097.

    13F-HR 0001085146-25-003693 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,862 shares
    Change vs previous 13F -55 shares

    0.12% of the 13F portfolio, value $2,420,315.

    13F-HR 0001085146-25-002016 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,917 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,759,291.

    13F-HR 0001085146-25-000305 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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