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Disclosery

Wolf Group Capital Advisors: URI position timeline

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

Wolf Group Capital Advisors held 2,736 URI shares at 2025-03-31 per its 13F-HR filed 2025-04-18.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 2,736 shares
    Change vs previous 13F -805 shares

    0.58% of the 13F portfolio, value $1,714,651.

    13F-HR 0001085146-25-002200 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 3,541 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $1,577,055.

    13F-HR 0001085146-25-001736 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 3,541 shares
    Change vs previous 13F +713 shares

    0.75% of the 13F portfolio, value $1,577,055.

    13F-HR 0001085146-24-005292 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 2,828 shares
    Change vs previous 13F -713 shares

    0.72% of the 13F portfolio, value $1,828,952.

    13F-HR 0001085146-24-003361 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 3,541 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $1,577,055.

    13F-HR 0001085146-24-002041 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 3,541 shares
    Change vs previous 13F +157 shares

    0.75% of the 13F portfolio, value $1,577,055.

    13F-HR 0001085146-24-000390 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 3,384 shares
    Change vs previous 13F -180 shares

    0.71% of the 13F portfolio, value $1,504,425.

    13F-HR 0001085146-23-004003 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 3,564 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,209,230.

    13F-HR 0001085146-23-002975 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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