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Disclosery

Realta Investment Advisors: URI position timeline

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

Realta Investment Advisors held 453 URI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 453 shares
    Change vs previous 13F -2 shares

    0.13% of the 13F portfolio, value $453,550.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 455 shares
    Change vs previous 13F -1 shares

    0.16% of the 13F portfolio, value $515,645.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 456 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $332,307.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 455 shares
    Change vs previous 13F -2 shares

    0.12% of the 13F portfolio, value $368,296.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 457 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $436,301.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 457 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $344,291.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 457 shares
    Change vs previous 13F +92 shares

    0.13% of the 13F portfolio, value $286,358.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 365 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $253,698.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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