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Disclosery

Edgestream Partners, L.P.: UHAL-B position timeline

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

Edgestream Partners, L.P. held 174,884 UHAL-B shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,884 shares
    Change vs previous 13F +157,908 shares

    0.3% of the 13F portfolio, value $10,090,807.

    13F-HR 0001535061-26-000004 filed by Edgestream Partners, L.P.
    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 16,976 shares
    Change vs previous 13F +10,341 shares

    0.02% of the 13F portfolio, value $758,318.

    13F-HR 0001535061-26-000003 filed by Edgestream Partners, L.P.
    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 6,635 shares
    Change vs previous 13F -94,346 shares

    0.01% of the 13F portfolio, value $310,120.

    13F-HR 0001535061-26-000001 filed by Edgestream Partners, L.P.
    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 100,981 shares
    Change vs previous 13F +1,402 shares

    0.15% of the 13F portfolio, value $5,139,933.

    13F-HR 0001535061-25-000007 filed by Edgestream Partners, L.P.
    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 99,579 shares
    Change vs previous 13F +99,579 shares

    0.15% of the 13F portfolio, value $5,414,110.

    13F-HR 0001535061-25-000005 filed by Edgestream Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -37,744 shares

    13F-HR 0001535061-25-000003 filed by Edgestream Partners, L.P.
    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.

  7. period ended2024-09-30
    13F 37,744 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,717,568.

    13F-HR 0001535061-24-000004 filed by Edgestream Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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