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GRAYBILL WEALTH MANAGEMENT, LTD.: URI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRAYBILL WEALTH MANAGEMENT, LTD. on URI, newest first. How the timeline and the estimate are built.

GRAYBILL WEALTH MANAGEMENT, LTD. held 8,168 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,168 shares
    Change vs previous 13F -46 shares

    2.49% of the 13F portfolio, value $9,253,640.

    13F-HR 0001252007-26-000003 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    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 8,214 shares
    Change vs previous 13F +777 shares

    1.82% of the 13F portfolio, value $5,984,508.

    13F-HR 0001252007-26-000002 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    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 7,437 shares
    Change vs previous 13F +210 shares

    1.78% of the 13F portfolio, value $6,019,031.

    13F-HR 0001252007-26-000001 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    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 7,227 shares
    Change vs previous 13F -230 shares

    2.12% of the 13F portfolio, value $6,899,458.

    13F-HR 0001252007-25-000008 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    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 7,457 shares
    Change vs previous 13F +254 shares

    1.83% of the 13F portfolio, value $5,618,200.

    13F-HR 0001252007-25-000003 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    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 7,203 shares
    Change vs previous 13F -1,238 shares

    1.55% of the 13F portfolio, value $4,514,194.

    13F-HR 0001252007-25-000001 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    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 8,441 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $6,835,010.

    13F-HR 0001252007-24-000005 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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