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Disclosery

Monument Capital Management: URI position timeline

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

Monument Capital Management held 577 URI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 577 shares
    Change vs previous 13F +56 shares

    0.12% of the 13F portfolio, value $577,450.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 521 shares
    Change vs previous 13F +116 shares

    0.12% of the 13F portfolio, value $590,236.

    13F-HR 0001729428-26-000005 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 405 shares
    Change vs previous 13F -11 shares

    0.07% of the 13F portfolio, value $295,067.

    13F-HR 0001729428-26-000003 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 416 shares
    Change vs previous 13F +6 shares

    0.08% of the 13F portfolio, value $336,677.

    13F-HR 0001729428-26-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 410 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $391,411.

    13F-HR 0001729428-25-000010 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 410 shares
    Change vs previous 13F -12 shares

    0.08% of the 13F portfolio, value $308,894.

    13F-HR 0001729428-25-000008 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 422 shares
    Change vs previous 13F -4,228 shares

    0.08% of the 13F portfolio, value $264,467.

    13F-HR 0001729428-25-000002 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,650 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,275,543.

    13F-HR 0001729428-25-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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