CI Private Wealth, LLC
Holdings in UHAL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,307,500 | 65,612 | Shares | Sole | 2026-02-19 |
| 2025-03-31 | $652,815 | 9,988 | Shares | Defined | 2025-05-14 |
| 2024-12-31 | $672,314 | 9,731 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $955,328 | 12,330 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $504,766 | 8,177 | Shares | Sole | 2024-08-13 |