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Schear Investment Advisers, LLC: URI position timeline

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

Schear Investment Advisers, LLC held 1,550 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,550 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,755,979.

    13F-HR 0001962838-26-000003 filed by Schear Investment Advisers, 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 1,550 shares
    Change vs previous 13F -123 shares

    0.5% of the 13F portfolio, value $1,129,268.

    13F-HR 0001962838-26-000002 filed by Schear Investment Advisers, 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 1,673 shares
    Change vs previous 13F +21 shares

    0.58% of the 13F portfolio, value $1,353,992.

    13F-HR 0001962838-26-000001 filed by Schear Investment Advisers, 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 1,652 shares
    Change vs previous 13F +23 shares

    0.7% of the 13F portfolio, value $1,577,098.

    13F-HR 0002085853-25-000121 filed by Schear Investment Advisers, 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 1,629 shares
    Change vs previous 13F -58 shares

    0.61% of the 13F portfolio, value $1,227,289.

    13F-HR 0001667731-25-001130 filed by Schear Investment Advisers, 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 1,687 shares
    Change vs previous 13F -58 shares

    0.61% of the 13F portfolio, value $1,057,243.

    13F-HR 0001667731-25-000568 filed by Schear Investment Advisers, 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 1,745 shares
    Change vs previous 13F +77 shares

    0.65% of the 13F portfolio, value $1,229,248.

    13F-HR 0001667731-25-000157 filed by Schear Investment Advisers, 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 1,668 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,350,630.

    13F-HR 0001962838-24-000004 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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