Position in URI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$412,371
+$186,518 QoQ
Shares Held
364
+17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,085
of 1,581 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $1,853,401 across 3 Rental & Leasing Services names. URI ranks #2 (22.2% 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 | $412,371 | 364 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $225,853 | 310 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $213,660 | 264 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $324,584 | 340 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $268,210 | 356 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $256,320 | 409 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $368,422 | 523 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||