Avidian Wealth Solutions, LLC

SEC CIK: 0001471474
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

URI holding history

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

URI overview All 13F holders of URI Full Q2 2026 holdings

Shares (Q2 2026): 233
Value: $264.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of URI by Avidian Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	233	$264.3K	<0.1%	+233	New	Holders
Q1 2026	0	$0	0.0%	−247−100.0%	Sold out	Holders
Q4 2025	247	$200.0K	<0.1%	−8−3.1%	Reduced	Holders
Q3 2025	255	$243.5K	<0.1%	+255	New	Holders