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ROTHSCHILD INVESTMENT LLC /IL: URI position timeline

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

ROTHSCHILD INVESTMENT LLC /IL held 2,372 URI shares at 2023-09-30 per its 13F-HR filed 2023-10-16.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 2,372 shares
    Change vs previous 13F -152 shares

    0.09% of the 13F portfolio, value $1,055,000.

    13F-HR 0001020918-23-000009 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 2,524 shares
    Change vs previous 13F +37 shares

    0.09% of the 13F portfolio, value $1,124,000.

    13F-HR 0001020918-23-000007 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 2,487 shares
    Change vs previous 13F +41 shares

    0.09% of the 13F portfolio, value $984,000.

    13F-HR 0001020918-23-000004 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 2,446 shares
    Change vs previous 13F +1,191 shares

    0.08% of the 13F portfolio, value $869,000.

    13F-HR 0001020918-23-000002 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 1,255 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $339,000.

    13F-HR 0001020918-22-000008 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

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