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Core Labs Nv shares owned by UMA Financial Services

Quarter-by-quarter ownership of Core Labs Nv (CLB) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Core Labs Nv

Tip: Access up to 7 years of quarterly data

All positions including Core Labs Nv held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Core Labs Nv by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.6k 348 16.03
2025-09-30 $4.3k 348 12.36
2025-06-30 $1.8k 152 11.53

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 Core Labs Nv

Ariel Investments
BlackRock
Disciplined Growth Investors
Earnest Partners
Vanguard Group
State Street Corporation
Dimensional Fund Advisors
Geode Capital Management
T. Rowe Price Investment Management
Goldman Sachs Group
Fisher Investments
Charles Schwab Investment Management
Jeffrey L. Gendell
CWA Asset Management
Hotchkis and Wiley Capital Management

View all funds holding Core Labs Nv