Position in URI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$159,737
+$55,553 QoQ
Shares Held
141
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,347
of 1,578 holders
Holding Since
Dec 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, 2026High Note Wealth, LLC holds $175,251 across 3 Rental & Leasing Services names. URI ranks #1 (91.1% 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 | $159,737 | 141 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $104,184 | 143 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $111,686 | 138 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $131,743 | 138 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $103,969 | 138 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $86,484 | 138 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $97,212 | 138 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||