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Camelot Portfolios, LLC: UHAL-B position timeline

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

Camelot Portfolios, LLC held 17,082 UHAL-B shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,082 shares
    Change vs previous 13F -1,035 shares

    0.7% of the 13F portfolio, value $985,622.

    13F-HR 0001104659-26-084471 filed by Camelot Portfolios, 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 18,117 shares
    Change vs previous 13F -503 shares

    0.61% of the 13F portfolio, value $809,268.

    13F-HR 0001104659-26-057631 filed by Camelot Portfolios, 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 18,620 shares
    Change vs previous 13F +9,511 shares

    0.54% of the 13F portfolio, value $870,313.

    13F-HR 0001104659-26-007824 filed by Camelot Portfolios, 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 9,109 shares
    Change vs previous 13F -395 shares

    0.28% of the 13F portfolio, value $463,657.

    13F-HR 0001104659-25-113133 filed by Camelot Portfolios, 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 9,504 shares
    Change vs previous 13F +9,504 shares

    0.31% of the 13F portfolio, value $516,758.

    13F-HR 0001104659-25-068584 filed by Camelot Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001104659-24-116562 filed by Camelot Portfolios, LLC
    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.