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Edgemoor Investment Advisors, Inc.: URI position timeline

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

Edgemoor Investment Advisors, Inc. held 69,431 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 69,431 shares
    Change vs previous 13F -684 shares

    5.37% of the 13F portfolio, value $78,657,686.

    13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, Inc.
    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 70,115 shares
    Change vs previous 13F +3 shares

    4.02% of the 13F portfolio, value $51,082,984.

    13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, Inc.
    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 70,112 shares
    Change vs previous 13F -787 shares

    4.4% of the 13F portfolio, value $56,743,044.

    13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, Inc.
    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 70,899 shares
    Change vs previous 13F -746 shares

    5.22% of the 13F portfolio, value $67,684,439.

    13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 71,645 shares
    Change vs previous 13F -2,028 shares

    4.66% of the 13F portfolio, value $53,977,343.

    13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 73,673 shares
    Change vs previous 13F -268 shares

    4.25% of the 13F portfolio, value $46,171,147.

    13F-HR 0001398344-25-008646 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 73,941 shares
    Change vs previous 13F -2,089 shares

    4.59% of the 13F portfolio, value $52,087,519.

    13F-HR 0001398344-25-002339 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 76,030 shares
    Change vs previous 13F not available

    5.35% of the 13F portfolio, value $61,563,838.

    13F-HR 0001398344-24-020440 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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