Position in URI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,697,069
+$550,316 QoQ
Shares Held
1,498
-4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#702
of 1,578 holders
Holding Since
Mar 2023
14 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $1,697,069 across 1 Rental & Leasing Services name. URI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
1,498 | $1,697,069 |
All Filings in URI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,697,069 | 1,498 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,146,753 | 1,574 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,451,920 | 1,794 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,543,214 | 2,664 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,139,140 | 1,512 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,142,474 | 1,823 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $965,082 | 1,370 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $885,034 | 1,093 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,415,045 | 2,188 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $808,364 | 1,121 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $461,603 | 805 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $318,756 | 717 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $315,321 | 708 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $203,816 | 515 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||