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Midwest Trust Co: UHAL-B position timeline

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

Midwest Trust Co held 151,973 UHAL-B shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,973 shares
    Change vs previous 13F -1,879 shares

    0.1% of the 13F portfolio, value $8,768,842.

    13F-HR 0002077080-26-000012 filed by Midwest Trust Co
    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 153,852 shares
    Change vs previous 13F +5,232 shares

    0.09% of the 13F portfolio, value $6,872,569.

    13F-HR 0002077080-26-000009 filed by Midwest Trust Co
    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 148,620 shares
    Change vs previous 13F +1,200 shares

    0.09% of the 13F portfolio, value $6,946,499.

    13F-HR 0002077080-26-000002 filed by Midwest Trust Co
    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 147,420 shares
    Change vs previous 13F -11 shares

    0.1% of the 13F portfolio, value $7,503,678.

    13F-HR 0002077080-25-000006 filed by Midwest Trust Co
    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 147,431 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,015,823.

    13F-HR 0002077080-25-000004 filed by Midwest Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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