Position in UHAL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$201,015
-$9,315 QoQ
Shares Held
4,500
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $1,697,069 across 1 Rental & Leasing Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
1,498 | $1,697,069 |
All Filings in UHAL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UHAL-B | $201,015 | 4,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 UHAL-B | $210,330 | 4,500 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 UHAL-B | $229,050 | 4,500 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 UHAL-B | $244,665 | 4,500 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 UHAL-B | $266,310 | 4,500 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||