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Disclosery

Sowell Financial Services LLC: URI position timeline

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

Sowell Financial Services LLC held 2,689 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,689 shares
    Change vs previous 13F +81 shares

    0.1% of the 13F portfolio, value $3,046,739.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 2,608 shares
    Change vs previous 13F -113 shares

    0.07% of the 13F portfolio, value $1,899,792.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 2,721 shares
    Change vs previous 13F -2 shares

    0.08% of the 13F portfolio, value $2,202,035.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 2,723 shares
    Change vs previous 13F -415 shares

    0.1% of the 13F portfolio, value $2,599,342.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 3,138 shares
    Change vs previous 13F +78 shares

    0.1% of the 13F portfolio, value $2,364,174.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 3,060 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,917,535.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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