Position in UHAL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$491
+$24 QoQ
Shares Held
11
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Bogart Wealth, LLC holds $59,411 across 10 Rental & Leasing Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AER |
AerCap Holdings N.V.
|
145 | $21,138 | |
| 2 | URI |
United Rentals, Inc.
|
14 | $15,860 | |
| 3 | R |
Ryder System Inc
|
35 | $9,231 | |
| 4 | ALTG |
Alta Equipment Group Inc.
|
510 | $3,299 | |
| 5 | GATX |
Gatx Corp
|
17 | $3,012 | |
| 6 | HRI |
Herc Holdings Inc
|
19 | $2,723 | |
| 7 | CAR |
Avis Budget Group, Inc.
|
12 | $1,773 | |
| 8 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
19 | $1,421 |
All Filings in UHAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UHAL-B | $491 | 11 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 UHAL-B | $467 | 10 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 UHAL-B | $509 | 10 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||