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Disclosery

Legacy Trust: URI position timeline

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

Legacy Trust held 17,263 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,263 shares
    Change vs previous 13F -162 shares

    3.46% of the 13F portfolio, value $19,557,080.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    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 17,425 shares
    Change vs previous 13F +135 shares

    2.43% of the 13F portfolio, value $12,695,158.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    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 17,290 shares
    Change vs previous 13F +34 shares

    2.62% of the 13F portfolio, value $13,993,143.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    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 17,256 shares
    Change vs previous 13F -213 shares

    3.25% of the 13F portfolio, value $16,473,613.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    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 17,469 shares
    Change vs previous 13F -1,291 shares

    3.23% of the 13F portfolio, value $13,161,145.

    13F-HR 0001772483-25-000003 filed by Legacy Trust
    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 18,760 shares
    Change vs previous 13F -61 shares

    2.83% of the 13F portfolio, value $11,756,892.

    13F-HR 0001772483-25-000002 filed by Legacy Trust
    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 18,821 shares
    Change vs previous 13F -177 shares

    3.08% of the 13F portfolio, value $13,258,265.

    13F-HR 0001772483-25-000001 filed by Legacy Trust
    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 18,998 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $15,383,251.

    13F-HR 0001772483-24-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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