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Disclosery

Savvy Advisors, Inc.: URI position timeline

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

Savvy Advisors, Inc. held 1,007 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,007 shares
    Change vs previous 13F +333 shares

    0.02% of the 13F portfolio, value $1,141,010.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 674 shares
    Change vs previous 13F +34 shares

    0.01% of the 13F portfolio, value $491,155.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 640 shares
    Change vs previous 13F +223 shares

    0.02% of the 13F portfolio, value $518,015.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 417 shares
    Change vs previous 13F +93 shares

    0.02% of the 13F portfolio, value $398,038.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 324 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $244,102.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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