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Disclosery

Cornerstone Advisors, LLC: URI position timeline

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

Cornerstone Advisors, LLC held 6,262 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,262 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $7,094,157.

    13F-HR 0001398344-26-013809 filed by Cornerstone Advisors, 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 6,262 shares
    Change vs previous 13F -3,268 shares

    0.17% of the 13F portfolio, value $4,562,243.

    13F-HR 0001398344-26-008799 filed by Cornerstone Advisors, 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 9,530 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,712,820.

    13F-HR 0001398344-26-003109 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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