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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

URI holding history

United Rentals, Inc. in every 13F filed by WealthPLAN Partners, LLC, 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 Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2023
Holdings of URI by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−615−100.0%Sold outHolders
Q2 2024615$397.9K<0.1%+178+40.7%AddedHolders
Q1 2024437$315.3K<0.1%+437NewHolders
Q3 20230$00.0%−15−100.0%Sold outHolders
Q2 202315$6.71K<0.1%−67−81.7%ReducedHolders
Q1 202382$32.5K<0.1%+82NewHolders