HMS Capital Management, LLC: URI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HMS Capital Management, LLC on URI, newest first. How the timeline and the estimate are built.
HMS Capital Management, LLC held 1,263 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 1,263 sharesChange vs previous 13F -31 shares
0.54% of the 13F portfolio, value $1,431,053.
13F-HR 0001689470-26-000003 filed by HMS Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,294 sharesChange vs previous 13F -105 shares
0.36% of the 13F portfolio, value $942,614.
13F-HR 0001689470-26-000002 filed by HMS Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,399 sharesChange vs previous 13F -13 shares
0.47% of the 13F portfolio, value $1,132,554.
13F-HR 0001689470-26-000001 filed by HMS Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,412 sharesChange vs previous 13F +65 shares
0.57% of the 13F portfolio, value $1,347,947.
13F-HR 0001689470-25-000003 filed by HMS Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,347 sharesChange vs previous 13F -123 shares
0.46% of the 13F portfolio, value $1,014,510.
13F-HR 0001667731-25-000744 filed by HMS Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,470 sharesChange vs previous 13F +1,470 shares
0.46% of the 13F portfolio, value $824,361.
13F-HR 0001667731-25-000636 filed by HMS Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -287 shares
13F-HR 0001667731-25-000168 filed by HMS Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 287 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $232,393.
13F-HR 0001689470-24-000004 filed by HMS Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).