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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

URI holding history

United Rentals, Inc. in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

URI overviewAll 13F holders of URIFull Q3 2025 holdings

Shares (Q3 2025)
1,886
Value
$1.80M
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of URI by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20251,886$1.80M0.1%−88−4.5%ReducedHolders
Q2 20251,974$1.49M0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20241,743$1.23M0.1%−40−2.2%ReducedHolders
Q3 20241,783$1.44M0.1%+7+0.4%AddedHolders
Q2 20241,776$1.15M0.1%−49−2.7%ReducedHolders
Q1 20241,825$1.32M0.1%+2+0.1%AddedHolders
Q4 20231,823$1.05M0.1%+20+1.1%AddedHolders
Q3 20231,803$801.6K<0.1%−52−2.8%ReducedHolders
Q2 20231,855$826.2K<0.1%−1−0.1%ReducedHolders
Q1 20231,856$734.5K<0.1%+26+1.4%AddedHolders
Q4 20221,830$650.4K<0.1%−37−2.0%ReducedHolders
Q3 20221,867$504.0K<0.1%−108−5.5%ReducedHolders
Q2 20221,975$480.0K<0.1%+34+1.8%AddedHolders
Q1 20221,941$689.0K<0.1%+52+2.8%AddedHolders
Q4 20211,889$628.0K<0.1%−27−1.4%ReducedHolders
Q3 20211,916$672.0K<0.1%+18+0.9%AddedHolders
Q2 20211,898$605.0K<0.1%+50+2.7%AddedHolders
Q1 20211,848$609.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.