Position in URI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$362,524
+$135,942 QoQ
Shares Held
320
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,130
of 1,581 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $1,597,115 across 3 Rental & Leasing Services names. URI ranks #3 (22.7% of the industry book) .
All Filings in URI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,524 | 320 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $226,582 | 311 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $260,601 | 322 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $295,944 | 310 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $231,293 | 307 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 | $229,153 | 283 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $224,265 | 311 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||