OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in UHAL — U-Haul Holding Co /NV/
CIK 714364
WILLIAMSVILLE, NY
Position in UHAL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,847
+$1,350 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#284
of 330 holders
Holding Since
Mar 2020
26 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $134,641 across 4 Rental & Leasing Services names. UHAL ranks #2 (4.3% of the industry book) .
All Filings in UHAL
Export CSV
41 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UHAL-B | $5,193 | 90 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $654 | 10 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 UHAL-B | $4,020 | 90 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $477 | 10 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 UHAL-B | $4,206 | 90 | Shares | Sole | 2026-01-23 | |
| 2025-12-31 | $504 | 10 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 UHAL-B | $4 | 90 | Shares | Sole | 2025-11-04 | |
| 2025-09-30 | $570 | 10 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 UHAL-B | $4 | 90 | Shares | Sole | 2025-08-08 | |
| 2025-06-30 | $605 | 10 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 UHAL-B | $5,326 | 90 | Shares | Sole | 2025-05-09 | |
| 2025-03-31 | $653 | 10 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 UHAL-B | $5 | 90 | Shares | Sole | 2025-01-24 | |
| 2024-12-31 | $690 | 10 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 UHAL-B | $6,480 | 90 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $774 | 10 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 UHAL-B | $5,401 | 90 | Shares | Sole | 2024-08-08 | |
| 2024-06-30 | $617 | 10 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 UHAL-B | $6,001 | 90 | Shares | Sole | 2024-05-03 | |
| 2024-03-31 | $675 | 10 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 UHAL-B | $6,339 | 90 | Shares | Sole | 2024-02-09 | |
| 2023-12-31 | $718 | 10 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 UHAL-B | $4 | 90 | Shares | Sole | 2023-10-19 | |
| 2023-09-30 | $545 | 10 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 UHAL-B | $4 | 90 | Shares | Sole | 2023-08-03 | |
| 2023-06-30 | $553 | 10 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 UHAL-B | $4 | 90 | Shares | Sole | 2023-05-03 | |
| 2023-03-31 | $596 | 10 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 UHAL-B | $4 | 90 | Shares | Sole | 2023-01-30 | |
| 2022-12-31 | $601 | 10 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $5,092 | 10 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $4,782 | 10 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $5,969 | 10 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $7,262 | 10 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $6,460 | 10 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $5,894 | 10 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $6,126 | 10 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,539 | 10 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $3,559 | 10 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,021 | 10 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,905 | 10 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||