Position in URI
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$27,189
+$14,075 QoQ
Shares Held
24
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,454
of 1,581 holders
Holding Since
Dec 2023
10 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, 2026Dogwood Wealth Management LLC holds $32,495 across 4 Rental & Leasing Services names. URI ranks #1 (83.7% of the industry book) .
All Filings in URI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,189 | 24 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $13,114 | 18 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,758 | 17 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $13,365 | 14 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,794 | 13 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,506 | 4 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $6 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $5 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $6 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $6 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||