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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: URI position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 2,855 URI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,855 shares
    Change vs previous 13F +15 shares

    0.19% of the 13F portfolio, value $2,857,227.

    13F-HR 0001468792-26-000011 filed by HARBOR INVESTMENT ADVISORY, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,840 shares
    Change vs previous 13F +91 shares

    0.22% of the 13F portfolio, value $3,217,408.

    13F-HR 0001468792-26-000006 filed by HARBOR INVESTMENT ADVISORY, 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 2,749 shares
    Change vs previous 13F +510 shares

    0.16% of the 13F portfolio, value $2,002,811.

    13F-HR 0001468792-26-000005 filed by HARBOR INVESTMENT ADVISORY, 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 2,239 shares
    Change vs previous 13F +398 shares

    0.14% of the 13F portfolio, value $1,812,067.

    13F-HR 0001468792-26-000001 filed by HARBOR INVESTMENT ADVISORY, 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 1,841 shares
    Change vs previous 13F -50 shares

    0.15% of the 13F portfolio, value $1,757,529.

    13F-HR 0001468792-25-000006 filed by HARBOR INVESTMENT ADVISORY, 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 1,891 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,424,679.

    13F-HR 0001468792-25-000005 filed by HARBOR INVESTMENT ADVISORY, 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 1,891 shares
    Change vs previous 13F +1,461 shares

    0.12% of the 13F portfolio, value $1,185,090.

    13F-HR 0001468792-25-000004 filed by HARBOR INVESTMENT ADVISORY, 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 430 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $302,909.

    13F-HR 0001468792-25-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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