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Disclosery

Souders Financial Advisors: URI position timeline

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

Souders Financial Advisors held 767 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 767 shares
    Change vs previous 13F -35 shares

    0.09% of the 13F portfolio, value $868,511.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 802 shares
    Change vs previous 13F -102 shares

    0.07% of the 13F portfolio, value $584,024.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 904 shares
    Change vs previous 13F -178 shares

    0.08% of the 13F portfolio, value $731,291.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 1,082 shares
    Change vs previous 13F +95 shares

    0.12% of the 13F portfolio, value $1,032,522.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 987 shares
    Change vs previous 13F -440 shares

    0.09% of the 13F portfolio, value $743,257.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 1,427 shares
    Change vs previous 13F -1,669 shares

    0.12% of the 13F portfolio, value $893,998.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 3,096 shares
    Change vs previous 13F -1,299 shares

    0.3% of the 13F portfolio, value $2,181,139.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 4,395 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,558,884.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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