Position in UHAL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,216
-$36,515 QoQ
Shares Held
95
-90.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#282
of 330 holders
Holding Since
Dec 2024
7 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, 2026Financial Perspectives, Inc holds $6,216 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
|
95 | $6,216 |
All Filings in UHAL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,216 | 95 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 UHAL-B | $38,192 | 855 | Shares | Sole | 2026-05-11 | |
| 2026-03-31 | $4,539 | 95 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 UHAL-B | $39,962 | 855 | Shares | Sole | 2026-01-28 | |
| 2025-12-31 | $4,788 | 95 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 UHAL-B | $43,519 | 855 | Shares | Sole | 2025-10-22 | |
| 2025-09-30 | $5,421 | 95 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 UHAL-B | $46,486 | 855 | Shares | Sole | 2025-07-30 | |
| 2025-06-30 | $5,753 | 95 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 UHAL-B | $50,598 | 855 | Shares | Sole | 2025-04-18 | |
| 2025-03-31 | $6,209 | 95 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 UHAL-B | $54,762 | 855 | Shares | Sole | 2025-02-03 | |
| 2024-12-31 | $6,563 | 95 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||