Private Wealth Management Group, LLC
Position in UHAL — U-Haul Holding Co /NV/
CIK 2011342
PRINCETON, NJ
Position in UHAL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$65
-$3,644 QoQ
Shares Held
1
-98.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#330
of 330 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $100,531 across 5 Rental & Leasing Services names. UHAL ranks #5 (0.1% of the industry book) .
All Filings in UHAL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65 | 1 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 UHAL-B | $3,662 | 82 | Shares | Sole | 2026-04-23 | |
| 2026-03-31 | $47 | 1 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 UHAL-B | $3,365 | 72 | Shares | Sole | 2026-01-23 | |
| 2025-12-31 | $1,713 | 34 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 UHAL-B | $458 | 9 | Shares | Sole | 2025-10-17 | |
| 2025-09-30 | $57 | 1 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 UHAL-B | $2,174 | 40 | Shares | Sole | 2025-07-29 | |
| 2025-06-30 | $60 | 1 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 UHAL-B | $3,846 | 65 | Shares | Sole | 2025-05-02 | |
| 2025-03-31 | $65 | 1 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 UHAL-B | $1,473 | 23 | Shares | Sole | 2025-01-27 | |
| 2024-12-31 | $69 | 1 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 UHAL-B | $1,656 | 23 | Shares | Sole | 2024-10-29 | |
| 2024-09-30 | $77 | 1 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 UHAL-B | $1,380 | 23 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $61 | 1 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 UHAL-B | $1,533 | 23 | Shares | Sole | 2024-04-30 | |
| 2024-03-31 | $67 | 1 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 UHAL-B | $1,620 | 23 | Shares | Sole | 2024-02-08 | |
| 2023-12-31 | $71 | 1 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||