Position in URI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$22,657
+$16,829 QoQ
Shares Held
20
+150.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,465
of 1,581 holders
Holding Since
Dec 2021
5 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, 2026Lloyd Advisory Services, LLC. holds $22,657 across 1 Rental & Leasing Services name. URI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
20 | $22,657 |
All Filings in URI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,657 | 20 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,828 | 8 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $16,186 | 20 | Shares | Sole | 2026-02-06 | |
| 2022-03-31 | $64,648 | 182 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $43,197 | 130 | Shares | Other | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||