Back to UHAL/B
True Wealth Design, LLC → UHAL/B
True Wealth Design, LLC UHAL/B Position History
U-HAUL HOLDING CO - NON VOTING
Quarters held
8
Latest value
$582
Q3 2026
Peak value
$14K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6K |
| Q3 2025 | $102 |
| Q4 2025 | $6K |
| Q1 2026 | $7K |
| Q2 2026 | $13K |
| Q2 2026 | $231 |
| Q3 2026 | $14K |
| Q3 2026 | $582 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $582 | 11 | — | — |
| Q3 2026 | $14K | 235 | — | — |
| Q2 2026 | $231 | 4 | — | — |
| Q2 2026 | $13K | 193 | — | — |
| Q1 2026 | $7K | 147 | — | — |
| Q4 2025 | $6K | 121 | — | — |
| Q3 2025 | $102 | 2 | — | — |
| Q3 2025 | $6K | 98 | — | — |
Other funds holding UHAL/B
$531.4M
$521.1M
$485.3M
$474.5M
$454.5M
$423.8M
$422.3M