Back to UHAL/B
ELEVATION WEALTH PARTNERS, LLC → UHAL/B
ELEVATION WEALTH PARTNERS, LLC UHAL/B Position History
U-HAUL HOLDING CO - NON VOTING
Quarters held
5
Latest value
$19K
Q3 2026
Peak value
$31K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $15K |
| Q1 2026 | $14K |
| Q2 2026 | $19K |
| Q3 2026 | $31K |
| Q3 2026 | $19K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19K | 368 | — | — |
| Q3 2026 | $31K | 513 | — | — |
| Q2 2026 | $19K | 295 | — | — |
| Q1 2026 | $14K | 295 | — | — |
| Q4 2025 | $15K | 304 | — | — |
Other funds holding UHAL/B
$531.4M
$521.1M
$485.3M
$474.5M
$454.5M
$423.8M
$422.3M