Private Wealth Asset Management »

Amer shares owned by Private Wealth Asset Management

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

Historical chart of Private Wealth Asset Management investment in Amer

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Amer by Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1k 36 57.08
2025-06-30 $18k 293 60.56

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Berkshire Hathaway Cl A (BRK.A)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Ea Series Trust Cambria Endowm Cambria Endowm (ENDW)

View all positions for Private Wealth Asset Management

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