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Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

UHAL.B holding history

U-Haul Holding Co in every 13F filed by Arete Wealth Advisors, LLC, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2023
Holdings of UHAL.B by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−3,235−100.0%Sold outHolders
Q4 20243,235$206.0K<0.1%+3,235NewHolders
Q1 20240$00.0%−3,235−100.0%Sold outHolders
Q4 20233,235$227.9K<0.1%−680−17.4%ReducedHolders
Q3 20233,915$205.1K<0.1%+3,915NewHolders