Legacy Wealth Asset Management, LLC
Position in UHAL — U-Haul Holding Co /NV/
CIK 1846151
WOODBURY, MN
Position in UHAL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$460,503
-$6,803 QoQ
Shares Held
10,309
+3.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UHAL Over Time
Shares Held
Position Value (USD)
All Filings in UHAL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UHAL-B | $460,503 | 10,309 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 UHAL-B | $467,306 | 9,998 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 UHAL-B | $496,427 | 9,753 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 UHAL-B | $506,837 | 9,322 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 UHAL-B | $549,072 | 9,278 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 UHAL-B | $589,260 | 9,200 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 UHAL-B | $626,184 | 8,697 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 UHAL-B | $518,032 | 8,631 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 UHAL-B | $546,242 | 8,192 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 UHAL-B | $589,935 | 8,375 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 UHAL-B | $434,417 | 8,292 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 UHAL-B | $420,915 | 8,307 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 UHAL-B | $413,866 | 7,982 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 UHAL-B | $449,791 | 8,181 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $416,541 | 818 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $418,929 | 876 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $530,082 | 888 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $639,808 | 881 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $553,647 | 857 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $509,241 | 864 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $566,042 | 924 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $554,739 | 1,222 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||