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Disclosery

Roundview Capital LLC: URI position timeline

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

Roundview Capital LLC held 6,134 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,134 shares
    Change vs previous 13F +20 shares

    0.38% of the 13F portfolio, value $6,949,559.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 6,114 shares
    Change vs previous 13F +100 shares

    0.28% of the 13F portfolio, value $4,454,549.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 6,014 shares
    Change vs previous 13F +104 shares

    0.3% of the 13F portfolio, value $4,867,242.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 5,910 shares
    Change vs previous 13F +1 shares

    0.36% of the 13F portfolio, value $5,641,846.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 5,909 shares
    Change vs previous 13F +496 shares

    0.3% of the 13F portfolio, value $4,451,562.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 5,413 shares
    Change vs previous 13F +284 shares

    0.24% of the 13F portfolio, value $3,392,585.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 5,129 shares
    Change vs previous 13F +250 shares

    0.25% of the 13F portfolio, value $3,613,189.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 4,879 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,950,673.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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