Position in URI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$26,056
+$11,485 QoQ
Shares Held
23
+15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,455
of 1,581 holders
Holding Since
Sep 2023
12 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, 2026Avion Wealth holds $40,573 across 6 Rental & Leasing Services names. URI ranks #1 (64.2% of the industry book) .
All Filings in URI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,056 | 23 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $14,571 | 20 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $12,949 | 16 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $16,229 | 17 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $12,054 | 16 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $7 | 10 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,044 | 10 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,287 | 9 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $4 | 7 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5 | 6 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2 | 3 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $889 | 2 | Shares | Sole | 2023-10-20 | |
| No filing history on record for this holder in this stock. | ||||||