GROESBECK INVESTMENT MANAGEMENT CORP /NJ/: URI position timeline

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ held 3,621 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,621 shares

   Change vs previous 13F -11 shares

   6.53% of the 13F portfolio, value $4,102,000.

   13F-HR 0000923116-26-000003 filed by GROESBECK INVESTMENT MANAGEMENT CORP /NJ/
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,632 shares

   Change vs previous 13F +5 shares

   5.15% of the 13F portfolio, value $2,646,000.

   13F-HR 0000923116-26-000002 filed by GROESBECK INVESTMENT MANAGEMENT CORP /NJ/
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,627 shares

   Change vs previous 13F -4 shares

   5.54% of the 13F portfolio, value $2,935,000.

   13F-HR 0000923116-26-000001 filed by GROESBECK INVESTMENT MANAGEMENT CORP /NJ/
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,631 shares

   Change vs previous 13F -975 shares

   6.76% of the 13F portfolio, value $3,466,000.

   13F-HR 0000923116-25-000005 filed by GROESBECK INVESTMENT MANAGEMENT CORP /NJ/
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,606 shares

   Change vs previous 13F -184 shares

   6.09% of the 13F portfolio, value $3,470,000.

   13F-HR 0000923116-25-000004 filed by GROESBECK INVESTMENT MANAGEMENT CORP /NJ/
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-03-31

   13F 4,790 shares

   Change vs previous 13F -223 shares

   4.2% of the 13F portfolio, value $3,002,000.

   13F-HR 0000923116-25-000002 filed by GROESBECK INVESTMENT MANAGEMENT CORP /NJ/
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 5,013 shares

   Change vs previous 13F -10 shares

   4.59% of the 13F portfolio, value $3,531,000.

   13F-HR 0000923116-25-000001 filed by GROESBECK INVESTMENT MANAGEMENT CORP /NJ/
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 5,023 shares

   Change vs previous 13F not available

   5.97% of the 13F portfolio, value $4,067,000.

   13F-HR 0000923116-24-000004 filed by GROESBECK INVESTMENT MANAGEMENT CORP /NJ/
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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