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Lakewood Asset Management LLC: UHAL-B position timeline

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

Lakewood Asset Management LLC held 35,449 UHAL-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,449 shares
    Change vs previous 13F -163 shares

    1.12% of the 13F portfolio, value $2,045,395.

    13F-HR 0001754960-26-000685 filed by Lakewood Asset Management 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 35,612 shares
    Change vs previous 13F -9,917 shares

    1.02% of the 13F portfolio, value $1,590,775.

    13F-HR 0001754960-26-000307 filed by Lakewood Asset Management 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 45,529 shares
    Change vs previous 13F +560 shares

    1.25% of the 13F portfolio, value $2,128,006.

    13F-HR 0001754960-26-000120 filed by Lakewood Asset Management 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 44,969 shares
    Change vs previous 13F +963 shares

    1.38% of the 13F portfolio, value $2,288,946.

    13F-HR 0001754960-25-000708 filed by Lakewood Asset Management 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 44,006 shares
    Change vs previous 13F -261 shares

    1.6% of the 13F portfolio, value $2,392,630.

    13F-HR 0001754960-25-000411 filed by Lakewood Asset Management 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 44,267 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $2,619,744.

    13F-HR 0001754960-25-000248 filed by Lakewood Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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