Talon Private Wealth, LLC: URI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Talon Private Wealth, LLC on URI, newest first. How the timeline and the estimate are built.
Talon Private Wealth, LLC held 2,503 URI shares at 2026-06-30 per its 13F-HR filed 2026-09-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,503 sharesChange vs previous 13F +70 shares
0.33% of the 13F portfolio, value $2,835,547.
13F-HR 0001990467-26-000004 filed by Talon Private Wealth, LLC
Accepted , ingested - period ended2026-03-3113F 2,433 sharesChange vs previous 13F -238 shares
0.24% of the 13F portfolio, value $1,772,690.
13F-HR 0001990467-26-000001 filed by Talon Private Wealth, 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 2,671 sharesChange vs previous 13F -25 shares
0.28% of the 13F portfolio, value $2,012,008.
13F-HR 0001990467-25-000006 filed by Talon Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,696 sharesChange vs previous 13F +2,657 shares
0.23% of the 13F portfolio, value $1,704,462.
13F-HR 0001990467-25-000005 filed by Talon Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 39 sharesChange vs previous 13F +35 shares
0.01% of the 13F portfolio, value $27,473.
13F-HR/A 0001990467-25-000003 filed by Talon Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $3,239.
13F-HR 0001990467-25-000004 filed by Talon Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).