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Disclosery

X-Square Capital, LLC: URI position timeline

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

X-Square Capital, LLC held 5,181 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,181 shares
    Change vs previous 13F +118 shares

    1.49% of the 13F portfolio, value $5,869,000.

    13F-HR 0001729300-26-000003 filed by X-Square Capital, LLC
    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 5,063 shares
    Change vs previous 13F +12 shares

    1.24% of the 13F portfolio, value $3,688,000.

    13F-HR 0001729300-26-000002 filed by X-Square Capital, LLC
    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 5,051 shares
    Change vs previous 13F -148 shares

    1.34% of the 13F portfolio, value $4,088,000.

    13F-HR 0001729300-26-000001 filed by X-Square Capital, LLC
    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 5,199 shares
    Change vs previous 13F +48 shares

    1.55% of the 13F portfolio, value $4,963,000.

    13F-HR 0001729300-25-000005 filed by X-Square Capital, LLC
    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 5,151 shares
    Change vs previous 13F +34 shares

    1.4% of the 13F portfolio, value $3,881,000.

    13F-HR 0001729300-25-000003 filed by X-Square Capital, LLC
    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 5,117 shares
    Change vs previous 13F +99 shares

    1.38% of the 13F portfolio, value $3,207,000.

    13F-HR 0001729300-25-000002 filed by X-Square Capital, LLC
    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 5,018 shares
    Change vs previous 13F +30 shares

    1.45% of the 13F portfolio, value $3,535,000.

    13F-HR 0001729300-25-000001 filed by X-Square Capital, LLC
    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 4,988 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $4,039,000.

    13F-HR 0001729300-24-000005 filed by X-Square Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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