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Amer shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Amer

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Amer by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 631 57.08
2025-06-30 $42k 691 60.56
2025-03-31 $55k 845 65.33
2024-12-31 $55k 799 69.09
2024-09-30 $104k 1.3k 77.47
2024-06-30 $89k 1.3k 66.79
2024-03-31 $131k 2.1k 63.23
2023-12-31 $1.1M 15k 71.80
2023-09-30 $2.3M 42k 54.57
2023-06-30 $2.5M 44k 55.32
2023-03-31 $2.2M 38k 59.65
2022-12-31 $49k 818 60.19

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

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