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Lipe & Dalton

SEC CIK
0001570396
Latest filing
Jul 14, 2026

UHAL.B holding history

U-Haul Holding Co in every 13F filed by Lipe & Dalton, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UHAL.B overviewAll 13F holders of UHAL.BFull Q2 2026 holdings

Shares (Q2 2026)
11,135
Value
$642.0K
% of portfolio
0.3%
Quarters held
4
Since Q3 2025
Holdings of UHAL.B by Lipe & Dalton, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,135$642.0K0.3%−1,055−8.7%ReducedHolders
Q1 202612,190$545.0K0.3%−2,475−16.9%ReducedHolders
Q4 202514,665$685.0K0.3%00.0%UnchangedHolders
Q3 202514,665$746.0K0.4%+14,665NewHolders