Position in UHAL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,112
-$11,096 QoQ
Shares Held
17
-93.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#304
of 330 holders
Holding Since
Sep 2021
18 quarters on record
Common Shares in UHAL Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Spire Wealth Management holds $1,858,070 across 6 Rental & Leasing Services names. UHAL ranks #3 (0.1% of the industry book) .
All Filings in UHAL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,112 | 17 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 UHAL-B | $9,246 | 207 | Shares | Sole | 2026-04-22 | |
| 2026-03-31 | $2,962 | 62 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 UHAL-B | $21,406 | 458 | Shares | Sole | 2026-01-14 | |
| 2025-12-31 | $24,700 | 490 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 UHAL-B | $20,207 | 397 | Shares | Sole | 2025-10-23 | |
| 2025-09-30 | $27,964 | 490 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 UHAL-B | $13,211 | 243 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $28,644 | 473 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 UHAL-B | $15,860 | 268 | Shares | Sole | 2025-04-23 | |
| 2025-03-31 | $30,915 | 473 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 UHAL-B | $13,258 | 207 | Shares | Sole | 2025-01-24 | |
| 2024-12-31 | $32,679 | 473 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $35,485 | 458 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $28,272 | 458 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $27,786 | 387 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $18,062 | 331 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,898 | 197 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,751 | 197 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $11,712 | 23 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $10,999 | 23 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $13,729 | 23 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $16,703 | 23 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $14,858 | 23 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||