American Capital Advisory, LLC UHAL/B U HAUL HOLDING COMPANY

Ownership history in American Capital Advisory, LLC  ·  3 quarters on record

AI Ownership Summary

American Capital Advisory, LLC reported U HAUL HOLDING COMPANY (UHAL/B) in 3 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows UHAL/B at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UHAL/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was American Capital Advisory, LLC's position in U HAUL HOLDING COMPANY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UHAL/B was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How American Capital Advisory, LLC held UHAL/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2 0% 0.00% $90 2026-04-29 $48.65
2025 Q3 REDUCED 2 -3 -60.0% 0.00% $102 2025-10-28 $49.50
2025 Q2 INITIATED 5 0.00% $272 2025-08-05 $50.82

FAQ About American Capital Advisory, LLC and UHAL/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has American Capital Advisory, LLC reported owning UHAL/B?

American Capital Advisory, LLC reported UHAL/B across 3 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported UHAL/B position in American Capital Advisory, LLC's portfolio?

The largest reported portfolio weight for UHAL/B was 0.00% in 2025 Q2.

What is the latest reported UHAL/B position on this page?

The most recent filing on this page is 2026 Q1, when American Capital Advisory, LLC reported 2 shares, equal to 0.00% of portfolio, with an estimated market value of $90.

What does the chart on this UHAL/B ownership page compare?

The chart compares American Capital Advisory, LLC's quarterly UHAL/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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