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Disclosery

NewEdge Wealth, LLC: URI position timeline

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

NewEdge Wealth, LLC held 3,990 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,990 shares
    Change vs previous 13F +120 shares

    0.05% of the 13F portfolio, value $4,519,747.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 3,870 shares
    Change vs previous 13F -396 shares

    0.03% of the 13F portfolio, value $2,819,407.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 4,266 shares
    Change vs previous 13F -2,162 shares

    0.04% of the 13F portfolio, value $3,452,346.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 6,428 shares
    Change vs previous 13F +113 shares

    0.08% of the 13F portfolio, value $5,428,778.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 6,315 shares
    Change vs previous 13F -86 shares

    0.08% of the 13F portfolio, value $5,396,748.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 6,401 shares
    Change vs previous 13F -379 shares

    0.07% of the 13F portfolio, value $4,011,587.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 6,780 shares
    Change vs previous 13F -266 shares

    0.08% of the 13F portfolio, value $4,776,142.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 7,046 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,705,358.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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