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Amer shares owned by LPL Financial

Quarter-by-quarter ownership of Amer (UHAL) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Amer

Tip: Access up to 7 years of quarterly data

All positions including Amer held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amer by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $371k 4.8k 77.49
2024-06-30 $289k 4.7k 61.73
2024-03-31 $329k 4.9k 67.54
2023-09-30 $495k 9.1k 54.57
2022-09-30 $1.1M 2.3k 509.32
2022-06-30 $1.0M 2.1k 478.43
2022-03-31 $1.1M 1.9k 597.05
2021-12-31 $1.4M 1.9k 726.42
2021-09-30 $1.1M 1.7k 645.81
2021-06-30 $639k 1.1k 589.48
2021-03-31 $809k 1.3k 612.88
2020-12-31 $623k 1.4k 453.75
2020-09-30 $445k 1.3k 355.72
2020-06-30 $225k 746 301.61
2020-03-31 $232k 800 290.00
2019-12-31 $281k 748 375.67
2019-09-30 $595k 1.5k 389.91
2019-06-30 $344k 908 378.85
2019-03-31 $337k 908 371.15
2018-12-31 $298k 908 328.19
2018-09-30 $309k 865 357.23
2017-12-31 $219k 580 377.59
2017-09-30 $456k 1.2k 374.69
2017-06-30 $206k 562 366.55
2016-06-30 $233k 625 372.80
2015-12-31 $650k 1.7k 385.99
2015-09-30 $360k 907 396.91