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Lodestone Wealth Management LLC: UHAL-B position timeline

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

Lodestone Wealth Management LLC held 18,192 UHAL-B shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,192 shares
    Change vs previous 13F -402 shares

    0.37% of the 13F portfolio, value $1,049,689.

    13F-HR 0001950158-26-000004 filed by Lodestone Wealth 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/A 18,594 shares
    Change vs previous 13F +159 shares

    0.33% of the 13F portfolio, value $830,586.

    13F-HR/A 0001950158-26-000003 filed by Lodestone Wealth 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 18,435 shares
    Change vs previous 13F +2,856 shares

    0.35% of the 13F portfolio, value $861,632.

    13F-HR 0001950158-26-000001 filed by Lodestone Wealth 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 15,579 shares
    Change vs previous 13F -2,066 shares

    0.36% of the 13F portfolio, value $792,989.

    13F-HR 0001950158-25-000007 filed by Lodestone Wealth 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 17,645 shares
    Change vs previous 13F +3,989 shares

    0.47% of the 13F portfolio, value $959,367.

    13F-HR 0001754960-25-000570 filed by Lodestone Wealth 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 13,656 shares
    Change vs previous 13F -2,814 shares

    0.43% of the 13F portfolio, value $808,160.

    13F-HR 0001950158-25-000005 filed by Lodestone Wealth Management 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 16,470 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,054,889.

    13F-HR 0001950158-25-000001 filed by Lodestone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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