Position in UHAL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,948,005
+$1,344,879 QoQ
Shares Held
85,754
+6.3% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
3.14%
of 13F equity value
Holder Rank
#83
of 330 holders
Holding Since
Sep 2025
4 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, 2026BCGM Wealth Management, LLC holds $4,948,005 across 1 Rental & Leasing Services name. UHAL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UHAL |
U-Haul Holding Co /NV/
This page
|
85,754 | $4,948,005 |
All Filings in UHAL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UHAL-B | $4,948,005 | 85,754 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 UHAL-B | $3,603,126 | 80,661 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 UHAL-B | $2,899,282 | 62,030 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 UHAL-B | $2,390,518 | 46,965 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||