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Disclosery

LPL Financial LLC: UHAL-B position timeline

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

LPL Financial LLC held 29,413 UHAL-B shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,413 shares
    Change vs previous 13F +1,263 shares

    <0.01% of the 13F portfolio, value $1,697,109.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 28,150 shares
    Change vs previous 13F -8,341 shares

    <0.01% of the 13F portfolio, value $1,257,480.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 36,491 shares
    Change vs previous 13F +2,871 shares

    <0.01% of the 13F portfolio, value $1,705,597.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 33,620 shares
    Change vs previous 13F -3,028 shares

    <0.01% of the 13F portfolio, value $1,711,256.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 36,648 shares
    Change vs previous 13F +2,917 shares

    <0.01% of the 13F portfolio, value $1,992,546.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 33,731 shares
    Change vs previous 13F -4,972 shares

    <0.01% of the 13F portfolio, value $1,996,197.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 38,703 shares
    Change vs previous 13F +371 shares

    <0.01% of the 13F portfolio, value $2,478,919.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 38,332 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,759,895.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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