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Lipe & Dalton

Position in UHAL — U-Haul Holding Co /NV/

CIK 1570396 SYRACUSE, NY

Position in UHAL

as of Mar 31, 2026 · filed Apr 30, 2026
Position Value
$544,527
-$140,915 QoQ
Shares Held
12,190
-16.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UHAL Over Time

Shares Held

Position Value (USD)

All Filings in UHAL

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 UHAL-B $544,527 12,190
2025-12-31 UHAL-B $685,442 14,665
2025-09-30 UHAL-B $746,448 14,665