Skip to content
Disclosery

Koa Wealth Management, LLC: URA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Koa Wealth Management, LLC on URA, newest first. How the timeline and the estimate are built.

Koa Wealth Management, LLC held 39,900 URA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,900 shares
    Change vs previous 13F +33 shares

    1.19% of the 13F portfolio, value $1,743,630.

    13F-HR 0001172661-26-002703 filed by Koa Wealth Management, LLC
    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 39,867 shares
    Change vs previous 13F -6,280 shares

    1.4% of the 13F portfolio, value $1,930,759.

    13F-HR 0001172661-26-001567 filed by Koa Wealth Management, LLC
    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 46,147 shares
    Change vs previous 13F +3,203 shares

    1.35% of the 13F portfolio, value $1,971,861.

    13F-HR 0001172661-26-000393 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 42,944 shares
    Change vs previous 13F -3,450 shares

    1.52% of the 13F portfolio, value $2,047,140.

    13F-HR 0001172661-25-004446 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 46,394 shares
    Change vs previous 13F -25,518 shares

    1.43% of the 13F portfolio, value $1,800,551.

    13F-HR 0001172661-25-002749 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 71,912 shares
    Change vs previous 13F +2,800 shares

    1.33% of the 13F portfolio, value $1,648,223.

    13F-HR 0001172661-25-001663 filed by Koa Wealth Management, LLC
    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 69,112 shares
    Change vs previous 13F -356 shares

    1.51% of the 13F portfolio, value $1,850,819.

    13F-HR 0001172661-25-000327 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 69,468 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $1,987,479.

    13F-HR 0001172661-24-004482 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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