Atlantic Private Wealth »

Amer shares owned by Atlantic Private Wealth

Quarter-by-quarter ownership of Amer (UHAL) shares owned by Atlantic Private Wealth from 13F filings

Historical chart of Atlantic Private Wealth investment in Amer

Tip: Access up to 7 years of quarterly data

All positions including Amer held by Atlantic Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amer by Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $18k 300 60.56
2025-03-31 $20k 300 65.36
2024-12-31 $21k 300 69.09
2024-09-30 $23k 300 77.48

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Spdr S&p500 Etf Etf (SPY)
Vanguard Idx Fund Etf (VTI)
Vanguard Total Etf (VXUS)
iShares TR 0-3 MNTH Etf (SGOV)
Vanguard Extended Etf (VXF)
iShares iBonds Dec 2034 Term Treasury ETF Etf (IBTP)
iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTG)
Vanguard World Etf (ESGV)
iShares iBonds Dec 2032 Term Treasury ETF Etf (IBTM)
iShares TR Esg Awr Etf (EAGG)
Ishares Ibonds Dec 2027 Term T (IBTH)
iShares TR Esg SCRND Etf (XVV)
Select Sector SPDR Etf (XLE)
iShares Trust Esg Etf (DMXF)
Vanguard Intl Equity Etf (VEU)

View all positions for Atlantic Private Wealth

Top funds holding Amer

Vanguard Group
Southpoint Capital Advisors
Scharf Investments
BlackRock
Dimensional Fund Advisors
Yacktman Asset Management
Millennium Management
Estuary Capital Management
Two Sigma Advisers
Franklin Resources
Two Sigma Investments
Arrowpoint Asset Management
Old West Investment Management
Parkwood
Geode Capital Management

View all funds holding Amer