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Disclosery

Lido Advisors, LLC: URI position timeline

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

Lido Advisors, LLC held 14,111 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,111 shares
    Change vs previous 13F -440 shares

    0.06% of the 13F portfolio, value $15,987,106.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, 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 14,551 shares
    Change vs previous 13F -1,250 shares

    0.04% of the 13F portfolio, value $10,601,458.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, 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 15,801 shares
    Change vs previous 13F +440 shares

    0.06% of the 13F portfolio, value $14,807,505.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, 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 15,361 shares
    Change vs previous 13F +195 shares

    0.06% of the 13F portfolio, value $14,665,568.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, 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 15,166 shares
    Change vs previous 13F +8,883 shares

    0.06% of the 13F portfolio, value $11,426,582.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, 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 6,283 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $3,937,646.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, 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 6,267 shares
    Change vs previous 13F -323 shares

    0.03% of the 13F portfolio, value $4,414,706.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, 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 6,590 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,336,851.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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