AE Wealth Management LLC
Holdings in UHAL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $266,618 | 5,289 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $2,054 | 36 | Shares | Sole | 2025-11-03 |
| 2023-12-31 | $642,681 | 8,951 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $480,652 | 8,808 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $399,576 | 7,223 | Shares | Sole | 2023-07-10 |
| 2023-03-31 | $263,474 | 4,417 | Shares | Sole | 2023-04-14 |