Golden State Wealth Management, LLC
Position in UHAL — U-Haul Holding Co /NV/
CIK 1776033
SANTA ANA, CA
Position in UHAL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,112
-$6,668 QoQ
Shares Held
17
-90.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#303
of 330 holders
Holding Since
Mar 2020
8 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, 2026Golden State Wealth Management, LLC holds $345,884 across 5 Rental & Leasing Services names. UHAL ranks #4 (0.3% of the industry book) .
All Filings in UHAL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,112 | 17 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 UHAL-B | $6,968 | 156 | Shares | Sole | 2026-04-28 | |
| 2026-03-31 | $812 | 17 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 UHAL-B | $7,291 | 156 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $856 | 17 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 UHAL-B | $7,940 | 156 | Shares | Sole | 2025-11-03 | |
| 2025-09-30 | $970 | 17 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 UHAL-B | $8,481 | 156 | Shares | Sole | 2025-08-06 | |
| 2025-06-30 | $1,029 | 17 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 UHAL-B | $9,232 | 156 | Shares | Sole | 2025-04-24 | |
| 2025-03-31 | $1,111 | 17 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 UHAL-B | $9,991 | 156 | Shares | Sole | 2025-01-28 | |
| 2024-12-31 | $1,174 | 17 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $4,939 | 17 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||