Ellevest, Inc.

SEC CIK: 0001644128
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

UHAL.B holding history

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

UHAL.B overview All 13F holders of UHAL.B Full Q2 2026 holdings

Shares (Q2 2026): 4,744
Value: $273.7K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2023

Holdings of UHAL.B by Ellevest, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,744	$273.7K	<0.1%	−606−11.3%	Reduced	Holders
Q1 2026	5,350	$239.0K	<0.1%	+5,350	New	Holders
Q2 2023	0	$0	0.0%	−354−100.0%	Sold out	Holders
Q1 2023	354	$18.4K	<0.1%	+354	New	Holders