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Oppenheimer & Close, LLC: UHAL-B position timeline

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

Oppenheimer & Close, LLC held 137,032 UHAL-B shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,032 shares
    Change vs previous 13F +2,345 shares

    4.99% of the 13F portfolio, value $7,906,746.

    13F-HR 0001062993-26-004206 filed by Oppenheimer & Close, 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 134,687 shares
    Change vs previous 13F +17,919 shares

    3.79% of the 13F portfolio, value $6,016,468.

    13F-HR 0001062993-26-002521 filed by Oppenheimer & Close, 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 116,768 shares
    Change vs previous 13F +67,605 shares

    3.72% of the 13F portfolio, value $5,457,736.

    13F-HR 0001062993-26-000724 filed by Oppenheimer & Close, 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 49,163 shares
    Change vs previous 13F +3,584 shares

    1.69% of the 13F portfolio, value $2,502,397.

    13F-HR 0001062993-25-016592 filed by Oppenheimer & Close, 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 45,579 shares
    Change vs previous 13F -595 shares

    1.9% of the 13F portfolio, value $2,478,130.

    13F-HR 0001062993-25-014119 filed by Oppenheimer & Close, 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 46,174 shares
    Change vs previous 13F -1,975 shares

    2.25% of the 13F portfolio, value $2,732,577.

    13F-HR 0001062993-25-008192 filed by Oppenheimer & Close, 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 48,149 shares
    Change vs previous 13F -950 shares

    2.54% of the 13F portfolio, value $3,083,943.

    13F-HR 0001062993-25-002073 filed by Oppenheimer & Close, 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 49,099 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $3,535,128.

    13F-HR 0001062993-24-017747 filed by Oppenheimer & Close, LLC
    Filed (acceptance time not in the bulk data set), ingested

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