CI Private Wealth, LLC
- SEC CIK
- 0001948780
- Latest filing
- Aug 27, 2026
UHAL holding history
U-Haul Holding Co in every 13F filed by CI Private Wealth, 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 (Q2 2026)
- 15,718
- Value
- $1.03M
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 15,718 | $1.03M | <0.1% | +3,665+30.4% | Added | Holders |
| Q1 2026 | 12,053 | $574.6K | <0.1% | +8,025+199.2% | Added | Holders |
| Q4 2025 | 4,028 | $203.3K | <0.1% | +4,028 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −9,988−100.0% | Sold out | Holders |
| Q1 2025 | 9,988 | $631.8K | <0.1% | +257+2.6% | Added | Holders |
| Q4 2024 | 9,731 | $649.2K | <0.1% | −2,599−21.1% | Reduced | Holders |
| Q3 2024 | 12,330 | $917.0K | <0.1% | +4,153+50.8% | Added | Holders |
| Q2 2024 | 8,177 | $500.1K | <0.1% | +8,177 | New | Holders |