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Disclosery

PFG Investments, LLC: URI position timeline

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

PFG Investments, LLC held 1,163 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,163 shares
    Change vs previous 13F -9 shares

    0.05% of the 13F portfolio, value $1,317,106.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 1,172 shares
    Change vs previous 13F +11 shares

    0.04% of the 13F portfolio, value $854,071.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 1,161 shares
    Change vs previous 13F -13 shares

    0.04% of the 13F portfolio, value $939,767.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 -15 shares

    0.06% of the 13F portfolio, value $1,120,740.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 1,189 shares
    Change vs previous 13F -110 shares

    0.05% of the 13F portfolio, value $895,630.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 1,299 shares
    Change vs previous 13F +3 shares

    0.05% of the 13F portfolio, value $813,825.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 1,296 shares
    Change vs previous 13F -32 shares

    0.06% of the 13F portfolio, value $913,047.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 1,328 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,075,269.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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