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Disclosery

Wedmont Private Capital: URI position timeline

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

Wedmont Private Capital held 3,701 URI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,701 shares
    Change vs previous 13F +1,403 shares

    0.09% of the 13F portfolio, value $3,886,861.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,298 shares
    Change vs previous 13F +104 shares

    0.07% of the 13F portfolio, value $2,517,801.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,194 shares
    Change vs previous 13F -54 shares

    0.05% of the 13F portfolio, value $1,669,081.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,248 shares
    Change vs previous 13F -26 shares

    0.07% of the 13F portfolio, value $1,980,245.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,274 shares
    Change vs previous 13F +52 shares

    0.08% of the 13F portfolio, value $2,248,028.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,222 shares
    Change vs previous 13F +47 shares

    0.08% of the 13F portfolio, value $1,786,355.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,175 shares
    Change vs previous 13F +13 shares

    0.06% of the 13F portfolio, value $1,267,681.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,162 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,450,359.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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