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SUMMIT SECURITIES GROUP LLC: URI position timeline

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

SUMMIT SECURITIES GROUP LLC held 14 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 14 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $15,860.

    13F-HR 0001531593-26-000006 filed by SUMMIT SECURITIES GROUP 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 10 shares
    Change vs previous 13F -84 shares

    <0.01% of the 13F portfolio, value $7,286.

    13F-HR 0001531593-26-000005 filed by SUMMIT SECURITIES GROUP 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 94 shares
    Change vs previous 13F -18 shares

    0.01% of the 13F portfolio, value $76,076.

    13F-HR 0001531593-26-000002 filed by SUMMIT SECURITIES GROUP 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 112 shares
    Change vs previous 13F +68 shares

    0.04% of the 13F portfolio, value $106,922.

    13F-HR 0001531593-25-000010 filed by SUMMIT SECURITIES GROUP 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 44 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $33,150.

    13F-HR 0001531593-25-000006 filed by SUMMIT SECURITIES GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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