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Disclosery

RBA Wealth Management, LLC: URI position timeline

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

RBA Wealth Management, LLC held 6,785 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 6,785 shares
    Change vs previous 13F -422 shares

    2.82% of the 13F portfolio, value $7,686,683.

    13F-HR 0001776296-26-000003 filed by RBA Wealth Management, 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 7,207 shares
    Change vs previous 13F -4 shares

    1.89% of the 13F portfolio, value $5,250,811.

    13F-HR 0001776296-26-000002 filed by RBA Wealth Management, 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 7,211 shares
    Change vs previous 13F +38 shares

    1.98% of the 13F portfolio, value $5,836,052.

    13F-HR 0001776296-26-000001 filed by RBA Wealth Management, 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 7,173 shares
    Change vs previous 13F +80 shares

    2.36% of the 13F portfolio, value $6,847,802.

    13F-HR 0001776296-25-000002 filed by RBA Wealth Management, 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 7,093 shares
    Change vs previous 13F +251 shares

    1.99% of the 13F portfolio, value $5,343,868.

    13F-HR 0001085146-25-003924 filed by RBA Wealth Management, 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 6,842 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $4,287,881.

    13F-HR 0001085146-25-002336 filed by RBA Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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