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Bernardo Wealth Planning LLC

SEC CIK
0001765595
Latest filing
Jul 27, 2026

URI holding history

United Rentals, Inc. in every 13F filed by Bernardo Wealth Planning 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 (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2024
Holdings of URI by Bernardo Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−327−100.0%Sold outHolders
Q1 2025327$205.0K<0.1%+5+1.6%AddedHolders
Q4 2024322$216.2K0.1%+322NewHolders