Position in UHAL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$89
-$4 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Valued Wealth Advisors LLC holds $27,346 across 4 Rental & Leasing Services names.
All Filings in UHAL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UHAL-B | $89 | 2 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 UHAL-B | $93 | 2 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 UHAL-B | $101 | 2 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $570 | 10 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 UHAL-B | $108 | 2 | Shares | Sole | 2025-08-06 | |
| 2025-06-30 | $605 | 10 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 UHAL-B | $118 | 2 | Shares | Sole | 2025-05-01 | |
| 2025-03-31 | $653 | 10 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 UHAL-B | $128 | 2 | Shares | Sole | 2025-01-22 | |
| 2024-12-31 | $690 | 10 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 UHAL-B | $144 | 2 | Shares | Sole | 2024-10-28 | |
| 2024-09-30 | $774 | 10 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 UHAL-B | $120 | 2 | Shares | Sole | 2024-07-17 | |
| 2024-06-30 | $617 | 10 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 UHAL-B | $133 | 2 | Shares | Sole | 2024-04-30 | |
| 2024-03-31 | $675 | 10 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $718 | 10 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||