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Disclosery

FIRST TRUST ADVISORS LP: URI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on URI, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 67,830 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,830 shares
    Change vs previous 13F -1,248 shares

    0.05% of the 13F portfolio, value $76,843,659.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 69,078 shares
    Change vs previous 13F +39,559 shares

    0.04% of the 13F portfolio, value $50,327,380.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 29,519 shares
    Change vs previous 13F -18,128 shares

    0.02% of the 13F portfolio, value $23,890,425.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 47,647 shares
    Change vs previous 13F +6,552 shares

    0.03% of the 13F portfolio, value $45,486,786.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 41,095 shares
    Change vs previous 13F -4,551 shares

    0.02% of the 13F portfolio, value $30,960,946.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 45,646 shares
    Change vs previous 13F -11,964 shares

    0.03% of the 13F portfolio, value $28,606,532.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 57,610 shares
    Change vs previous 13F +8,512 shares

    0.04% of the 13F portfolio, value $40,582,699.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 49,098 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $39,756,112.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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