URG β€” UR-ENERGY INC COM

Ownership history in Lindbrook Capital, LLC  Β·  6 quarters on record

AI Ownership Summary

Lindbrook Capital, LLC reported UR-ENERGY INC COM (URG) in 6 quarterly 13F filings from 2023 Q3 through 2024 Q4. The latest visible filing shows URG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this URG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lindbrook Capital, LLC's position in UR-ENERGY INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

URG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lindbrook Capital, LLC held URG β€” position size vs. price
% of Fund (quarterly)    URG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 723 -3,579 -83.2% 0.00% $831 2025-02-06 $1.01
2024 Q3 REDUCED 4,302 -4,154 -49.1% 0.00% $5K 2024-11-01 $1.24
2024 Q2 ADDED 8,456 +4,060 +92.4% 0.00% $12K 2024-07-31 $1.24
2024 Q1 ADDED 4,396 +1,050 +31.4% 0.00% $7K 2024-04-25 $1.63
2023 Q4 ADDED 3,346 +2,605 +351.6% 0.00% $5K 2024-02-01 $1.97
2023 Q3 INITIATED 741 β€” β€” 0.00% $1K 2023-10-25 $1.60

FAQ About Lindbrook Capital, LLC and URG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lindbrook Capital, LLC reported owning URG?

Lindbrook Capital, LLC reported URG across 6 quarterly 13F filings, from 2023 Q3 through 2024 Q4.

What was the largest reported URG position in Lindbrook Capital, LLC's portfolio?

The largest reported portfolio weight for URG was 0.00% in 2024 Q2.

What is the latest reported URG position on this page?

The most recent filing on this page is 2024 Q4, when Lindbrook Capital, LLC reported 723 shares, equal to 0.00% of portfolio, with an estimated market value of $831.

What does the chart on this URG ownership page compare?

The chart compares Lindbrook Capital, LLC's quarterly URG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Lindbrook Capital, LLC Holdings