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Disclosery

Gradient Investments LLC: URI position timeline

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

Gradient Investments LLC held 32,414 URI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,414 shares
    Change vs previous 13F -7,100 shares

    0.46% of the 13F portfolio, value $32,438,799.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 39,514 shares
    Change vs previous 13F +2,866 shares

    0.62% of the 13F portfolio, value $44,764,863.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 36,648 shares
    Change vs previous 13F -2,772 shares

    0.41% of the 13F portfolio, value $26,700,007.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 39,420 shares
    Change vs previous 13F -1,589 shares

    0.51% of the 13F portfolio, value $31,903,770.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 41,009 shares
    Change vs previous 13F +733 shares

    0.65% of the 13F portfolio, value $39,149,921.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 40,276 shares
    Change vs previous 13F +88 shares

    0.55% of the 13F portfolio, value $30,344,063.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 40,188 shares
    Change vs previous 13F +10,319 shares

    0.51% of the 13F portfolio, value $25,185,782.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 29,869 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $21,040,818.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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