Position in URI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$80,434
+$30,164 QoQ
Shares Held
71
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,395
of 1,581 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026JPL Wealth Management, LLC holds $102,386 across 7 Rental & Leasing Services names. URI ranks #1 (78.6% of the industry book) .
All Filings in URI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,434 | 71 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $50,270 | 69 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $71,599 | 75 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||