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IFP Advisors, Inc

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

CIK 1641866 TAMPA, FL

Position in UHAL

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$65
-$74 QoQ
Shares Held
1
-66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#327
of 331 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in UHAL Over Time

Shares Held

Position Value (USD)

Position in Rental & Leasing Services

Industrials · as of Jun 30, 2026

IFP Advisors, Inc holds $14,750,061 across 15 Rental & Leasing Services names. UHAL ranks #14 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in UHAL

Export CSV
31 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $65 1
2026-03-31 UHAL-B $44 1
2026-03-31 $95 2
2025-12-31 UHAL-B $186 4
2025-12-31 $100 2
2025-06-30 UHAL-B $598 11
2025-06-30 $908 15
2025-03-31 UHAL-B $13,729 232
2025-03-31 $522 8
2024-12-31 UHAL-B $14,859 232
2024-12-31 $207 3
2024-09-30 UHAL-B $16,416 228
2024-09-30 $154 2
2024-06-30 UHAL-B $1,260 21
2024-06-30 $1,666 27
2024-03-31 UHAL-B $933 14
2024-03-31 $135 2
2023-12-31 UHAL-B $563 8
2023-12-31 $71 1
2023-03-31 $1,491 25
2022-12-31 UHAL-B $5 55
2022-12-31 $10 21
2022-09-30 $11,202 22
2022-06-30 $10,042 21
2022-03-31 $12,535 21
2021-06-30 $0 0
2021-03-31 $0 0
2020-12-31 $0 0
2020-09-30 $0 0
2020-06-30 $0 0
2020-03-31 $581 2