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Applied Fundamental Research, LLC: UHAL-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Applied Fundamental Research, LLC on UHAL-B, newest first. How the timeline and the estimate are built.

Applied Fundamental Research, LLC held 119,045 UHAL-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,045 shares
    Change vs previous 13F 0 shares

    8.13% of the 13F portfolio, value $6,868,897.

    13F-HR 0001849776-26-000007 filed by Applied Fundamental Research, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 119,045 shares
    Change vs previous 13F -92,981 shares

    7.02% of the 13F portfolio, value $5,317,740.

    13F-HR 0001849776-26-000005 filed by Applied Fundamental Research, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 212,026 shares
    Change vs previous 13F +17,156 shares

    9.84% of the 13F portfolio, value $9,910,095.

    13F-HR 0001849776-26-000001 filed by Applied Fundamental Research, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 194,870 shares
    Change vs previous 13F +24,046 shares

    9.64% of the 13F portfolio, value $9,918,883.

    13F-HR 0001849776-25-000008 filed by Applied Fundamental Research, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 170,824 shares
    Change vs previous 13F -23,375 shares

    8.23% of the 13F portfolio, value $9,287,701.

    13F-HR 0001849776-25-000004 filed by Applied Fundamental Research, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 194,199 shares
    Change vs previous 13F +64,116 shares

    9.63% of the 13F portfolio, value $11,492,697.

    13F-HR 0001849776-25-000003 filed by Applied Fundamental Research, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 130,083 shares
    Change vs previous 13F not available

    6.52% of the 13F portfolio, value $8,331,816.

    13F-HR 0001849776-25-000001 filed by Applied Fundamental Research, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).