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Disclosery

EP Wealth Advisors, LLC: URI position timeline

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

EP Wealth Advisors, LLC held 18,278 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,278 shares
    Change vs previous 13F +48 shares

    0.08% of the 13F portfolio, value $20,707,221.

    13F-HR 0001398344-26-014114 filed by EP Wealth 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 18,230 shares
    Change vs previous 13F -114 shares

    0.07% of the 13F portfolio, value $13,281,470.

    13F-HR 0001398344-26-009125 filed by EP Wealth 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 18,344 shares
    Change vs previous 13F -431 shares

    0.08% of the 13F portfolio, value $14,845,768.

    13F-HR 0001398344-26-003327 filed by EP Wealth 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 ended2025-06-30
    13F 18,775 shares
    Change vs previous 13F +17,000 shares

    0.09% of the 13F portfolio, value $14,144,964.

    13F-HR 0001398344-25-015642 filed by EP Wealth 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 ended2025-03-31
    13F 1,775 shares
    Change vs previous 13F +154 shares

    0.01% of the 13F portfolio, value $1,112,301.

    13F-HR 0001398344-25-009656 filed by EP Wealth 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 ended2024-12-31
    13F 1,621 shares
    Change vs previous 13F -76 shares

    0.01% of the 13F portfolio, value $1,142,187.

    13F-HR 0001398344-25-002748 filed by EP Wealth 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 ended2024-09-30
    13F 1,697 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,374,219.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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