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Kovack Advisors, Inc.: URI position timeline

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

Kovack Advisors, Inc. held 1,433 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,433 shares
    Change vs previous 13F -10 shares

    0.08% of the 13F portfolio, value $1,613,543.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
    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 1,443 shares
    Change vs previous 13F -8,320 shares

    0.06% of the 13F portfolio, value $1,052,406.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
    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/A 9,763 shares
    Change vs previous 13F +1,211 shares

    0.37% of the 13F portfolio, value $7,901,068.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
    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 8,552 shares
    Change vs previous 13F -1,087 shares

    0.77% of the 13F portfolio, value $8,164,596.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
    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 9,639 shares
    Change vs previous 13F -184 shares

    0.71% of the 13F portfolio, value $7,262,124.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    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 9,823 shares
    Change vs previous 13F +194 shares

    0.65% of the 13F portfolio, value $6,155,882.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    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 9,629 shares
    Change vs previous 13F -122 shares

    0.67% of the 13F portfolio, value $6,783,210.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    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 9,751 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $7,895,614.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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