SUMMITRY LLC: URI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMMITRY LLC on URI, newest first. How the timeline and the estimate are built.
SUMMITRY LLC held 222 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 222 sharesChange vs previous 13F +222 shares
0.01% of the 13F portfolio, value $251,502.
13F-HR 0001941040-26-000431 filed by SUMMITRY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -253 shares
13F-HR 0001941040-26-000079 filed by SUMMITRY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 253 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $241,529.
13F-HR 0001941040-25-000598 filed by SUMMITRY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).