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Pinnacle Wealth Planning Services, Inc.

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

CIK 1726752 MANSFIELD, OH

Position in UHAL

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$3,162
-$1,771 QoQ
Shares Held
52
-52.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#292
of 330 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UHAL Over Time

Shares Held

Position Value (USD)

Position in Rental & Leasing Services

Industrials · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $1,484,133 across 12 Rental & Leasing Services names. UHAL ranks #10 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in UHAL

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 UHAL-B $1,788 31
2026-06-30 $1,374 21
2026-03-31 UHAL-B $3,930 88
2026-03-31 $1,003 21
2025-12-31 UHAL-B $4,019 86
2025-12-31 $957 19