Position in URI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$64,574
+$23,047 QoQ
Shares Held
57
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,408
of 1,581 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $68,003 across 2 Rental & Leasing Services names. URI ranks #1 (95.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
57 | $64,574 | |
| 2 | R |
Ryder System Inc
|
13 | $3,429 |
All Filings in URI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,574 | 57 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $41,527 | 57 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $46,131 | 57 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $54,415 | 57 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $42,943 | 57 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $35,721 | 57 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $41,561 | 59 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $46,154 | 57 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $36,863 | 57 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $10,816 | 15 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,601 | 15 | Shares | Sole | 2024-02-05 | |
| 2022-06-30 | $6,072 | 25 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $72,818 | 205 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||