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MISSION WEALTH MANAGEMENT, LP: URI position timeline

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

MISSION WEALTH MANAGEMENT, LP held 11,686 URI 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 11,686 shares
    Change vs previous 13F +4,661 shares

    0.17% of the 13F portfolio, value $13,239,018.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 7,025 shares
    Change vs previous 13F -43 shares

    0.11% of the 13F portfolio, value $5,118,304.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 7,068 shares
    Change vs previous 13F -674 shares

    0.12% of the 13F portfolio, value $5,720,125.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 7,742 shares
    Change vs previous 13F -3,699 shares

    0.15% of the 13F portfolio, value $7,391,417.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 11,441 shares
    Change vs previous 13F +200 shares

    0.19% of the 13F portfolio, value $8,619,496.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 11,241 shares
    Change vs previous 13F -1,843 shares

    0.18% of the 13F portfolio, value $7,044,471.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 13,084 shares
    Change vs previous 13F -457 shares

    0.22% of the 13F portfolio, value $9,216,633.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 13,541 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $10,964,927.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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