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CARY STREET PARTNERS ASSET MANAGEMENT LLC: URI position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 26,147 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,147 shares
    Change vs previous 13F -291 shares

    0.58% of the 13F portfolio, value $29,621,844.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 25,905 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 242 shares

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

  2. period ended2026-03-31
    13F 26,438 shares
    Change vs previous 13F -596 shares

    0.43% of the 13F portfolio, value $19,261,778.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 26,222 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 216 shares

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

  3. period ended2025-12-31
    13F 27,034 shares
    Change vs previous 13F -250 shares

    0.5% of the 13F portfolio, value $21,879,157.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 26,850 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 184 shares

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

  4. period ended2025-09-30
    13F 27,284 shares
    Change vs previous 13F -632 shares

    0.64% of the 13F portfolio, value $26,046,943.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 27,134 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 150 shares

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

  5. period ended2025-06-30
    13F 27,916 shares
    Change vs previous 13F -378 shares

    0.56% of the 13F portfolio, value $21,031,915.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 27,799 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 117 shares

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

  6. period ended2025-03-31
    13F 28,294 shares
    Change vs previous 13F -696 shares

    0.53% of the 13F portfolio, value $17,731,850.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 28,206 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 88 shares

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

  7. period ended2024-12-31
    13F 28,990 shares
    Change vs previous 13F -171 shares

    0.63% of the 13F portfolio, value $20,421,715.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 28,921 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 69 shares

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

  8. period ended2024-09-30
    13F 29,161 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $23,612,537.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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