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Disclosery

LPL Financial LLC: URI position timeline

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

LPL Financial LLC held 157,092 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,092 shares
    Change vs previous 13F -9,571 shares

    0.04% of the 13F portfolio, value $177,968,023.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 166,663 shares
    Change vs previous 13F +2,111 shares

    0.03% of the 13F portfolio, value $121,424,319.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 164,552 shares
    Change vs previous 13F +8,071 shares

    0.04% of the 13F portfolio, value $133,175,102.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 156,481 shares
    Change vs previous 13F +8,894 shares

    0.04% of the 13F portfolio, value $149,385,901.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 147,587 shares
    Change vs previous 13F +4,271 shares

    0.04% of the 13F portfolio, value $111,192,304.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 143,316 shares
    Change vs previous 13F +7,229 shares

    0.03% of the 13F portfolio, value $89,816,148.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 136,087 shares
    Change vs previous 13F +11,141 shares

    0.04% of the 13F portfolio, value $95,865,416.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 124,946 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $101,172,792.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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