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Disclosery

PFG Advisors: URI position timeline

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

PFG Advisors held 2,677 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,677 shares
    Change vs previous 13F +1,683 shares

    0.15% of the 13F portfolio, value $3,033,311.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 994 shares
    Change vs previous 13F +55 shares

    0.04% of the 13F portfolio, value $724,138.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 939 shares
    Change vs previous 13F -14 shares

    0.04% of the 13F portfolio, value $760,103.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 953 shares
    Change vs previous 13F +100 shares

    0.04% of the 13F portfolio, value $909,407.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 853 shares
    Change vs previous 13F -30 shares

    0.03% of the 13F portfolio, value $642,951.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 883 shares
    Change vs previous 13F +36 shares

    0.03% of the 13F portfolio, value $553,356.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 847 shares
    Change vs previous 13F -172 shares

    0.04% of the 13F portfolio, value $597,010.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 1,019 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $825,260.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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