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Independent Advisor Alliance: URI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on URI, newest first. How the timeline and the estimate are built.

Independent Advisor Alliance held 4,765 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 4,765 shares
    Change vs previous 13F -42 shares

    0.13% of the 13F portfolio, value $5,398,295.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 4,807 shares
    Change vs previous 13F -4,210 shares

    0.04% of the 13F portfolio, value $3,502,268.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 9,017 shares
    Change vs previous 13F -91 shares

    0.18% of the 13F portfolio, value $7,297,321.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 9,108 shares
    Change vs previous 13F +947 shares

    0.23% of the 13F portfolio, value $8,695,486.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 8,161 shares
    Change vs previous 13F -184 shares

    0.18% of the 13F portfolio, value $6,148,746.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 8,345 shares
    Change vs previous 13F +96 shares

    0.17% of the 13F portfolio, value $5,230,059.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,249 shares
    Change vs previous 13F -355 shares

    0.08% of the 13F portfolio, value $5,810,992.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,604 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,967,243.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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