Position in URI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,930
+$3,559 QoQ
Shares Held
7
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,519
of 1,578 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $27,346 across 4 Rental & Leasing Services names. URI ranks #3 (29.0% of the industry book) .
All Filings in URI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,930 | 7 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,371 | 6 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,046 | 5 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,863 | 3 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,260 | 3 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,880 | 3 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,339 | 9 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,907 | 11 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,820 | 9 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,605 | 5 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,881 | 12 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||