Prestige Wealth Management Group LLC
Position in UHAL — U-Haul Holding Co /NV/
CIK 1772715
FLEMINGTON, NJ
Position in UHAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,215
+$297 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#302
of 330 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $263,481 across 6 Rental & Leasing Services names. UHAL ranks #5 (0.5% of the industry book) .
All Filings in UHAL
Export CSV
41 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UHAL-B | $692 | 12 | Shares | Other | 2026-08-14 | |
| 2026-06-30 | $523 | 8 | Shares | Other | 2026-08-14 | |
| 2026-03-31 UHAL-B | $536 | 12 | Shares | Other | 2026-05-13 | |
| 2026-03-31 | $382 | 8 | Shares | Other | 2026-05-13 | |
| 2025-12-31 UHAL-B | $560 | 12 | Shares | Other | 2026-02-11 | |
| 2025-12-31 | $403 | 8 | Shares | Other | 2026-02-11 | |
| 2025-09-30 UHAL-B | $610 | 12 | Shares | Other | 2026-02-20 | |
| 2025-09-30 | $456 | 8 | Shares | Other | 2026-02-20 | |
| 2025-06-30 UHAL-B | $652 | 12 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $484 | 8 | Shares | Other | 2026-02-20 | |
| 2025-03-31 UHAL-B | $710 | 12 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $522 | 8 | Shares | Other | 2026-02-20 | |
| 2024-12-31 UHAL-B | $768 | 12 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $552 | 8 | Shares | Other | 2026-02-20 | |
| 2024-09-30 UHAL-B | $864 | 12 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $619 | 8 | Shares | Other | 2026-02-20 | |
| 2024-06-30 UHAL-B | $720 | 12 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $493 | 8 | Shares | Other | 2026-02-20 | |
| 2024-03-31 UHAL-B | $800 | 12 | Shares | Other | 2024-04-26 | |
| 2024-03-31 | $540 | 8 | Shares | Other | 2024-04-26 | |
| 2023-12-31 UHAL-B | $986 | 14 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $574 | 8 | Shares | Other | 2024-04-26 | |
| 2023-09-30 UHAL-B | $1,885 | 36 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $436 | 8 | Shares | Other | 2024-04-26 | |
| 2023-06-30 UHAL-B | $3,141 | 62 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $442 | 8 | Shares | Other | 2024-04-26 | |
| 2023-03-31 UHAL-B | $4,199 | 81 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $477 | 8 | Shares | Other | 2024-04-26 | |
| 2022-12-31 UHAL-B | $5,717 | 104 | Shares | Sole | 2023-02-08 | |
| 2022-12-31 | $481 | 8 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $7,128 | 14 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $6,694 | 14 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $8,356 | 14 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $10,166 | 14 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $9,044 | 14 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $8,251 | 14 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $8,575 | 14 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $6,354 | 14 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $7,831 | 22 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $5,741 | 19 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,811 | 20 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||