ACTION POINT FINANCIAL PLANNING, LLC
Position in UHAL — U-Haul Holding Co /NV/
CIK 2116119
GRAND RAPIDS, MI
Position in UHAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,466
New position
Shares Held
110
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#280
of 330 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $240,137 across 9 Rental & Leasing Services names. UHAL ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
177 | $200,515 | |
| 2 | R |
Ryder System Inc
|
40 | $10,548 | |
| 3 | AER |
AerCap Holdings N.V.
|
71 | $10,349 | |
| 4 | UHAL |
U-Haul Holding Co /NV/
This page
|
110 | $6,466 | |
| 5 | GATX |
Gatx Corp
|
24 | $4,250 | |
| 6 | HRI |
Herc Holdings Inc
|
20 | $2,865 | |
| 7 | CAR |
Avis Budget Group, Inc.
|
15 | $2,215 | |
| 8 | WSC |
WillScot Holdings Corp
|
68 | $1,961 |
All Filings in UHAL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UHAL-B | $5,422 | 94 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $1,044 | 16 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||