BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in UHAL — U-Haul Holding Co /NV/
CIK 2010186
CINCINNATI, OH
Position in UHAL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$196
-$2,091 QoQ
Shares Held
3
-94.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#319
of 330 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UHAL Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $88,068 across 3 Rental & Leasing Services names. UHAL ranks #3 (0.2% of the industry book) .
All Filings in UHAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196 | 3 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 UHAL-B | $2,144 | 48 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $143 | 3 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||