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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

URI holding history

United Rentals, Inc. in every 13F filed by XML Financial, 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 2026)
197
Value
$223.2K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2021
Holdings of URI by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026197$223.2K<0.1%+197NewHolders
Q1 20260$00.0%−270−100.0%Sold outHolders
Q4 2025270$218.4K<0.1%+270NewHolders
Q4 20240$00.0%−269−100.0%Sold outHolders
Q3 2024269$217.9K<0.1%+269NewHolders
Q2 20220$00.0%−600−100.0%Sold outHolders
Q1 2022600$213.0K<0.1%−85−12.4%ReducedHolders
Q4 2021685$228.0K<0.1%00.0%UnchangedHolders
Q3 2021685$240.0K<0.1%00.0%UnchangedHolders
Q2 2021685$219.0K<0.1%+13+1.9%AddedHolders
Q1 2021672$221.0K0.1%––Holders

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