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BRASADA CAPITAL MANAGEMENT, LP: UHAL-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRASADA CAPITAL MANAGEMENT, LP on UHAL-B, newest first. How the timeline and the estimate are built.

BRASADA CAPITAL MANAGEMENT, LP held 0 UHAL-B shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -28,114 shares

    13F-HR 0001420506-25-003331 filed by BRASADA CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 28,114 shares
    Change vs previous 13F -1,511 shares

    0.27% of the 13F portfolio, value $1,595,751.

    13F-HR 0001420506-25-002057 filed by BRASADA CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 29,625 shares
    Change vs previous 13F -1,087 shares

    0.31% of the 13F portfolio, value $1,549,684.

    13F-HR 0001420506-25-001235 filed by BRASADA CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 30,712 shares
    Change vs previous 13F -3,259 shares

    0.34% of the 13F portfolio, value $1,918,272.

    13F-HR 0001420506-25-000500 filed by BRASADA CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 33,971 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,408,884.

    13F-HR 0001420506-24-002449 filed by BRASADA CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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