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American Res Corp cl a shares owned by UMA Financial Services

Quarter-by-quarter ownership of American Res Corp cl a (AREC) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in American Res Corp cl a

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All positions including American Res Corp cl a held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Res Corp cl a by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.3k 2.5k 2.48
2025-09-30 $6.8k 2.5k 2.70
2025-06-30 $2.1k 2.5k 0.83

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding American Res Corp cl a

Vanguard Group
Susquehanna International
HITE Hedge Asset Management
BlackRock
Geode Capital Management
Janney Montgomery Scott
UBS Group
Jane Street
Millennium Management
Goldman Sachs Group
Peak6
National Bank Of Canada /fi/
State Street Corporation
Two Sigma Investments
SG Americas Securities

View all funds holding American Res Corp cl a