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FIRST TRUST ADVISORS LP: UHAL-B position timeline

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

FIRST TRUST ADVISORS LP held 169,585 UHAL-B shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,585 shares
    Change vs previous 13F -2,810 shares

    0.01% of the 13F portfolio, value $9,785,054.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 172,395 shares
    Change vs previous 13F +25,878 shares

    0.01% of the 13F portfolio, value $7,700,884.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 146,517 shares
    Change vs previous 13F +34,365 shares

    <0.01% of the 13F portfolio, value $6,848,204.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 112,152 shares
    Change vs previous 13F +14,882 shares

    <0.01% of the 13F portfolio, value $5,708,536.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 97,270 shares
    Change vs previous 13F -29,783 shares

    <0.01% of the 13F portfolio, value $5,288,569.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 127,053 shares
    Change vs previous 13F -88,535 shares

    0.01% of the 13F portfolio, value $7,518,996.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 215,588 shares
    Change vs previous 13F -212,278 shares

    0.01% of the 13F portfolio, value $13,808,411.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 427,866 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $30,806,352.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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