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Disclosery

RKL Wealth Management LLC: URI position timeline

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

RKL Wealth Management LLC held 5,554 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,554 shares
    Change vs previous 13F -339 shares

    0.5% of the 13F portfolio, value $6,292,601.

    13F-HR 0001604723-26-000003 filed by RKL 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 5,893 shares
    Change vs previous 13F -340 shares

    0.39% of the 13F portfolio, value $4,293,579.

    13F-HR 0001604723-26-000002 filed by RKL 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 6,233 shares
    Change vs previous 13F +59 shares

    0.41% of the 13F portfolio, value $5,044,088.

    13F-HR 0001604723-26-000001 filed by RKL 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 6,174 shares
    Change vs previous 13F -726 shares

    0.5% of the 13F portfolio, value $5,894,120.

    13F-HR 0001604723-25-000003 filed by RKL 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 6,900 shares
    Change vs previous 13F -226 shares

    0.46% of the 13F portfolio, value $5,198,755.

    13F-HR 0001085146-25-003973 filed by RKL 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 7,126 shares
    Change vs previous 13F -90 shares

    0.42% of the 13F portfolio, value $4,466,061.

    13F-HR 0001085146-25-002364 filed by RKL Wealth Management 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 7,216 shares
    Change vs previous 13F -186 shares

    0.45% of the 13F portfolio, value $5,083,413.

    13F-HR 0001085146-25-000869 filed by RKL Wealth Management 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 7,402 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $5,993,361.

    13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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