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Disclosery

WINTRUST INVESTMENTS LLC: URI position timeline

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

WINTRUST INVESTMENTS LLC held 191 URI shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 191 shares
    Change vs previous 13F +8 shares

    0.12% of the 13F portfolio, value $135,000.

    13F-HR 0000049096-25-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 183 shares
    Change vs previous 13F -1,176 shares

    0.11% of the 13F portfolio, value $148,000.

    13F-HR 0000049096-24-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 1,359 shares
    Change vs previous 13F +131 shares

    0.07% of the 13F portfolio, value $879,000.

    13F-HR 0000049096-24-000006 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 1,228 shares
    Change vs previous 13F -224 shares

    0.08% of the 13F portfolio, value $886,000.

    13F-HR 0000049096-24-000004 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 1,452 shares
    Change vs previous 13F -142 shares

    0.08% of the 13F portfolio, value $833,000.

    13F-HR 0000049096-24-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 1,594 shares
    Change vs previous 13F +29 shares

    0.07% of the 13F portfolio, value $709,000.

    13F-HR 0000049096-23-000011 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 1,565 shares
    Change vs previous 13F +85 shares

    0.07% of the 13F portfolio, value $697,000.

    13F-HR 0000049096-23-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 1,480 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $586,000.

    13F-HR 0000049096-23-000005 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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