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MONETA GROUP INVESTMENT ADVISORS LLC: URI position timeline

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

MONETA GROUP INVESTMENT ADVISORS LLC held 13,733 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,733 shares
    Change vs previous 13F +45 shares

    0.12% of the 13F portfolio, value $15,557,731.

    13F-HR 0001120927-26-000008 filed by MONETA GROUP INVESTMENT ADVISORS 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 13,688 shares
    Change vs previous 13F -395 shares

    0.08% of the 13F portfolio, value $9,972,810.

    13F-HR 0001120927-26-000006 filed by MONETA GROUP INVESTMENT ADVISORS 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 14,083 shares
    Change vs previous 13F +257 shares

    0.09% of the 13F portfolio, value $11,397,601.

    13F-HR 0001120927-26-000001 filed by MONETA GROUP INVESTMENT ADVISORS 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 13,826 shares
    Change vs previous 13F -50 shares

    0.1% of the 13F portfolio, value $13,199,576.

    13F-HR 0001120927-25-000008 filed by MONETA GROUP INVESTMENT ADVISORS 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 13,876 shares
    Change vs previous 13F +97 shares

    0.12% of the 13F portfolio, value $10,454,244.

    13F-HR 0001120927-25-000004 filed by MONETA GROUP INVESTMENT ADVISORS 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 13,779 shares
    Change vs previous 13F +11,816 shares

    0.12% of the 13F portfolio, value $8,635,299.

    13F-HR 0001120927-25-000003 filed by MONETA GROUP INVESTMENT ADVISORS 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 1,963 shares
    Change vs previous 13F +251 shares

    0.02% of the 13F portfolio, value $1,382,816.

    13F-HR 0001120927-25-000002 filed by MONETA GROUP INVESTMENT ADVISORS 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 1,712 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,386,408.

    13F-HR 0001120927-24-000005 filed by MONETA GROUP INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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