Position in UHAL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$458
New position
Shares Held
7
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#310
of 330 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026LifeSteps Financial, Inc. holds $482 across 2 Rental & Leasing Services names. UHAL ranks #1 (95.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UHAL |
U-Haul Holding Co /NV/
This page
|
7 | $458 | |
| 2 | HTZ |
Hertz Global Holdings, Inc
|
11 | $24 |
All Filings in UHAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458 | 7 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||