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Court Place Advisors, LLC: URI position timeline

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

Court Place Advisors, LLC held 26,666 URI shares at 2025-09-30 per its 13F-HR filed 2025-11-25.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 26,666 shares
    Change vs previous 13F -632 shares

    7.66% of the 13F portfolio, value $25,456,533.

    13F-HR 0001420506-25-003498 filed by Court Place 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 ended2025-06-30
    13F 27,298 shares
    Change vs previous 13F -539 shares

    6.47% of the 13F portfolio, value $20,566,223.

    13F-HR 0001420506-25-001571 filed by Court Place 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 ended2025-03-31
    13F 27,837 shares
    Change vs previous 13F -256 shares

    5.79% of the 13F portfolio, value $17,445,449.

    13F-HR 0001420506-25-000838 filed by Court Place Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 28,093 shares
    Change vs previous 13F -2,131 shares

    6.42% of the 13F portfolio, value $19,789,841.

    13F-HR 0001420506-25-000055 filed by Court Place Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F/A 30,224 shares
    Change vs previous 13F -379 shares

    7.14% of the 13F portfolio, value $24,473,036.

    13F-HR/A 0001420506-24-002174 filed by Court Place Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 30,603 shares
    Change vs previous 13F +2,175 shares

    6.21% of the 13F portfolio, value $19,791,610.

    13F-HR 0001420506-24-001215 filed by Court Place Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 28,428 shares
    Change vs previous 13F -2,699 shares

    6.61% of the 13F portfolio, value $20,500,011.

    13F-HR 0001420506-24-000649 filed by Court Place Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 31,127 shares
    Change vs previous 13F not available

    5.87% of the 13F portfolio, value $17,848,953.

    13F-HR 0001420506-24-000099 filed by Court Place Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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