Golden State Wealth Management, LLC
Position in URI — United Rentals, Inc.
CIK 1776033
SANTA ANA, CA
Position in URI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$182,395
+$65,097 QoQ
Shares Held
161
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,343
of 1,581 holders
Holding Since
Mar 2020
8 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, 2026Golden State Wealth Management, LLC holds $345,884 across 5 Rental & Leasing Services names. URI ranks #1 (52.7% of the industry book) .
All Filings in URI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,395 | 161 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $117,298 | 161 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $130,300 | 161 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $153,700 | 161 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $121,297 | 161 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $133,487 | 213 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $147,227 | 209 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $44,761 | 435 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||