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Disclosery

TRUE Private Wealth Advisors: URI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUE Private Wealth Advisors on URI, newest first. How the timeline and the estimate are built.

TRUE Private Wealth Advisors held 3,733 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,733 shares
    Change vs previous 13F -634 shares

    0.36% of the 13F portfolio, value $4,228,565.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 4,367 shares
    Change vs previous 13F +15 shares

    0.3% of the 13F portfolio, value $3,181,732.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 4,352 shares
    Change vs previous 13F +102 shares

    0.35% of the 13F portfolio, value $3,521,762.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 4,250 shares
    Change vs previous 13F -488 shares

    0.41% of the 13F portfolio, value $4,057,396.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 4,738 shares
    Change vs previous 13F -548 shares

    0.4% of the 13F portfolio, value $3,569,414.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 5,286 shares
    Change vs previous 13F -284 shares

    0.4% of the 13F portfolio, value $3,312,895.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,570 shares
    Change vs previous 13F -83 shares

    0.48% of the 13F portfolio, value $3,924,220.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,653 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,578,069.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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