SWP Investment Management LLC: URI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWP Investment Management LLC on URI, newest first. How the timeline and the estimate are built.
SWP Investment Management LLC held 3,742 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-02.
the latest 13F is the newest step
- period ended2026-06-3013F 3,742 sharesChange vs previous 13F +140 shares
2.93% of the 13F portfolio, value $4,239,274.
13F-HR 0002098300-26-000008 filed by SWP Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,602 sharesChange vs previous 13F +1,395 shares
1.96% of the 13F portfolio, value $2,624,273.
13F-HR 0002098300-26-000005 filed by SWP Investment Management 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 2,207 sharesChange vs previous 13F +2,207 shares
1.3% of the 13F portfolio, value $1,786,169.
13F-HR 0002098300-26-000004 filed by SWP Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -1,343 shares
13F-HR 0002098300-26-000007 filed by SWP Investment Management 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 ended2025-03-3113F 1,343 sharesChange vs previous 13F not available
1.05% of the 13F portfolio, value $841,658.
13F-HR 0002098300-26-000001 filed by SWP Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).