Position in UHAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$62,662
-$321,894 QoQ
Shares Held
1,086
-81.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#245
of 330 holders
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in UHAL Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026IFG Advisory, LLC holds $389,323 across 5 Rental & Leasing Services names. UHAL ranks #2 (16.1% of the industry book) .
All Filings in UHAL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UHAL-B | $62,662 | 1,086 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 UHAL-B | $384,556 | 6,004 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 UHAL-B | $427,042 | 7,115 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 UHAL-B | $670,800 | 10,060 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 UHAL-B | $715,670 | 10,160 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 UHAL-B | $1,288,898 | 24,602 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 UHAL-B | $1,246,583 | 24,602 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 UHAL-B | $1,249,844 | 24,105 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 UHAL-B | $1,298,847 | 23,624 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,241,987 | 2,439 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,076,973 | 2,252 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||