Private Wealth Asset Management, LLC

Position in UHAL — U-Haul Holding Co /NV/

CIK 1883006 OMAHA, NE

Position in UHAL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$21,049

+$2,042 QoQ

Shares Held

360

-14.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#260

of 330 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Private Wealth Asset Management, LLC holds $94,993 across 6 Rental & Leasing Services names. UHAL ranks #3 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	URI	United Rentals, Inc.	27	$30,588
2	WLFC	Willis Lease Finance Corp	1,035	$26,312
3	UHAL	U-Haul Holding Co /NV/ This page	360	$21,049
4	HRI	Herc Holdings Inc	56	$8,027
5	WSC	WillScot Holdings Corp	267	$7,705
6	AER	AerCap Holdings N.V.	9	$1,312

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 UHAL-B	$18,694	324	-16.3%	Shares	Sole	2026-08-11
2026-06-30	$2,355	36	0.0%	Shares	Sole	2026-08-11
2026-03-31 UHAL-B	$17,287	387	0.0%	Shares	Sole	2026-05-06
2026-03-31	$1,720	36	0.0%	Shares	Sole	2026-05-06
2025-12-31 UHAL-B	$18,088	387	0.0%	Shares	Sole	2026-02-10
2025-12-31	$1,814	36	0.0%	Shares	Sole	2026-02-10
2025-09-30 UHAL-B	$19,698	387	-85.8%	Shares	Sole	2025-11-03
2025-09-30	$2,054	36	-87.7%	Shares	Sole	2025-11-03
2025-06-30 UHAL-B	$147,886	2,720	-0.7%	Shares	Sole	2025-07-28
2025-06-30	$17,744	293	-0.7%	Shares	Sole	2025-07-28
2025-03-31 UHAL-B	$162,034	2,738	—	Shares	Sole	2025-05-15
2025-03-31	$19,281	295	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.