Skip to main content

Asset Planning,Inc

SEC CIK
0002048547
Latest filing
Jul 27, 2026

UHAL holding history

U-Haul Holding Co in every 13F filed by Asset Planning,Inc, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2024
Holdings of UHAL by Asset Planning,Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−6,480−100.0%Sold outHolders
Q3 20256,480$369.8K0.3%−620−8.7%ReducedHolders
Q2 20257,100$430.0K0.3%00.0%UnchangedHolders
Q1 20257,100$464.1K0.4%00.0%UnchangedHolders
Q4 20247,100$490.5K0.4%–No prior filingHolders