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Disclosery

Optas, LLC: URI position timeline

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

Optas, LLC held 1,077 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,077 shares
    Change vs previous 13F -90 shares

    0.17% of the 13F portfolio, value $1,220,122.

    13F-HR 0001802961-26-000004 filed by Optas, 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 1,167 shares
    Change vs previous 13F -151 shares

    0.13% of the 13F portfolio, value $850,232.

    13F-HR 0001802961-26-000002 filed by Optas, 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 1,318 shares
    Change vs previous 13F +144 shares

    0.17% of the 13F portfolio, value $1,066,685.

    13F-HR 0001802961-26-000001 filed by Optas, 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 1,174 shares
    Change vs previous 13F +10 shares

    0.19% of the 13F portfolio, value $1,120,771.

    13F-HR 0001802961-25-000004 filed by Optas, 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 1,164 shares
    Change vs previous 13F -19 shares

    0.17% of the 13F portfolio, value $876,955.

    13F-HR 0001085146-25-004086 filed by Optas, 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 1,183 shares
    Change vs previous 13F +76 shares

    0.13% of the 13F portfolio, value $741,386.

    13F-HR 0001085146-25-002171 filed by Optas, 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 1,107 shares
    Change vs previous 13F +9 shares

    0.17% of the 13F portfolio, value $779,815.

    13F-HR 0001085146-25-000492 filed by Optas, 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 1,098 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $889,084.

    13F-HR 0001085146-24-005208 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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