Position in URI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,826,218
+$543,224 QoQ
Shares Held
1,612
-8.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#686
of 1,581 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Spire Wealth Management holds $1,858,070 across 6 Rental & Leasing Services names. URI ranks #1 (98.3% of the industry book) .
All Filings in URI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,826,218 | 1,612 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,282,994 | 1,761 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,516,665 | 1,874 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,725,070 | 1,807 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,326,737 | 1,761 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,395,660 | 2,227 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,541,314 | 2,188 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,762,782 | 2,177 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,174,461 | 1,816 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,413,375 | 1,960 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,091,836 | 3,648 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $371,215 | 835 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $335,808 | 754 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,530,093 | 6,393 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $191,571 | 539 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $90,760 | 336 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $132,385 | 545 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $146,346 | 412 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $132,251 | 398 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $144,583 | 412 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $141,959 | 445 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $117,892 | 358 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||