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Disclosery

Focus Partners Wealth: URI position timeline

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

Focus Partners Wealth held 49,270 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 49,270 shares
    Change vs previous 13F +2,357 shares

    0.05% of the 13F portfolio, value $55,819,841.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 48,176 shares
    • Focus Partners Advisor Solutions, LLC: 1,094 shares

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

  2. period ended2026-03-31
    13F 46,913 shares
    Change vs previous 13F -1,255 shares

    0.03% of the 13F portfolio, value $34,217,991.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 46,580 shares
    • Focus Partners Advisor Solutions, LLC: 333 shares

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

  3. period ended2025-12-31
    13F 48,168 shares
    Change vs previous 13F +5,821 shares

    0.04% of the 13F portfolio, value $38,984,795.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 42,347 shares
    Change vs previous 13F -1,961 shares

    0.07% of the 13F portfolio, value $40,425,241.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 42,347 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 44,308 shares
    Change vs previous 13F -680 shares

    0.06% of the 13F portfolio, value $33,382,340.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 43,757 shares
    • Focus Partners Advisor Solutions, LLC: 551 shares

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

  6. period ended2025-03-31
    13F/A 44,988 shares
    Change vs previous 13F -202 shares

    0.06% of the 13F portfolio, value $28,195,661.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 44,134 shares
    • Focus Partners Advisor Solutions, LLC: 854 shares

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

  7. period ended2024-12-31
    13F/A 45,190 shares
    Change vs previous 13F +1,386 shares

    0.07% of the 13F portfolio, value $31,834,941.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 44,309 shares
    • Focus Partners Advisor Solutions, LLC: 881 shares

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

  8. period ended2024-09-30
    13F 43,804 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $35,181,290.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 43,081 shares
    • Focus Partners Advisor Solutions, LLC: 723 shares

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