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Orion Porfolio Solutions, LLC: URI position timeline

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

Orion Porfolio Solutions, LLC held 4,422 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 4,422 shares
    Change vs previous 13F +265 shares

    0.04% of the 13F portfolio, value $5,008,963.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 4,157 shares
    Change vs previous 13F -673 shares

    0.03% of the 13F portfolio, value $3,028,091.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 4,830 shares
    Change vs previous 13F -498 shares

    0.03% of the 13F portfolio, value $3,908,770.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 5,328 shares
    Change vs previous 13F +72 shares

    0.04% of the 13F portfolio, value $5,086,450.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 5,256 shares
    Change vs previous 13F +611 shares

    0.03% of the 13F portfolio, value $3,960,608.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 4,645 shares
    Change vs previous 13F -307 shares

    0.03% of the 13F portfolio, value $2,911,072.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 4,952 shares
    Change vs previous 13F +92 shares

    0.03% of the 13F portfolio, value $3,488,209.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 4,860 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,935,616.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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