AE Wealth Management LLC
- SEC CIK
- 0001697723
- Latest filing
- Aug 3, 2026
UHAL holding history
U-Haul Holding Co in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UHAL overviewAll 13F holders of UHALFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −5,289−100.0% | Sold out | Holders |
| Q4 2025 | 5,289 | $266.6K | <0.1% | +5,253+14,591.7% | Added | Holders |
| Q3 2025 | 36 | $2.05K | <0.1% | +36 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −8,951−100.0% | Sold out | Holders |
| Q4 2023 | 8,951 | $599.9K | <0.1% | +143+1.6% | Added | Holders |
| Q3 2023 | 8,808 | $480.7K | <0.1% | +1,585+21.9% | Added | Holders |
| Q2 2023 | 7,223 | $399.6K | <0.1% | +2,806+63.5% | Added | Holders |
| Q1 2023 | 4,417 | $263.5K | <0.1% | +4,417 | New | Holders |