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Douglas Lane & Associates, LLC: URI position timeline

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

Douglas Lane & Associates, LLC held 11,660 URI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,660 shares
    Change vs previous 13F -511 shares

    0.16% of the 13F portfolio, value $11,669,095.

    13F-HR 0001672594-26-000004 filed by Douglas Lane & Associates, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,171 shares
    Change vs previous 13F -239 shares

    0.19% of the 13F portfolio, value $13,788,404.

    13F-HR 0001672594-26-000003 filed by Douglas Lane & 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 12,410 shares
    Change vs previous 13F -98 shares

    0.13% of the 13F portfolio, value $9,041,430.

    13F-HR 0001672594-26-000002 filed by Douglas Lane & 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 12,508 shares
    Change vs previous 13F -350 shares

    0.14% of the 13F portfolio, value $10,122,975.

    13F-HR 0001672594-26-000001 filed by Douglas Lane & 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 12,858 shares
    Change vs previous 13F -1,087 shares

    0.17% of the 13F portfolio, value $12,275,018.

    13F-HR 0001672594-25-000006 filed by Douglas Lane & 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 13,945 shares
    Change vs previous 13F -602 shares

    0.15% of the 13F portfolio, value $10,506,163.

    13F-HR 0001672594-25-000005 filed by Douglas Lane & 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 14,547 shares
    Change vs previous 13F +21 shares

    0.13% of the 13F portfolio, value $9,116,617.

    13F-HR 0001672594-25-000003 filed by Douglas Lane & 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 14,526 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $10,232,710.

    13F-HR 0001672594-25-000001 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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