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Northeast Bk Lewiston Me shares owned by UMA Financial Services

Quarter-by-quarter ownership of Northeast Bk Lewiston Me (NBN) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Northeast Bk Lewiston Me

Tip: Access up to 7 years of quarterly data

All positions including Northeast Bk Lewiston Me held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northeast Bk Lewiston Me by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $416 4 104.00

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 Northeast Bk Lewiston Me

Earnest Partners
BlackRock
Vanguard Group
American Century Companies
Dimensional Fund Advisors
State Street Corporation
Robeco Investment Management
Kennedy Capital Management
Geode Capital Management
Jennifer Ranahan
Trevian Wealth Management
Pacific Ridge Capital Partners
Hotchkis and Wiley Capital Management
Royce & Associates
Boothbay Fund Management

View all funds holding Northeast Bk Lewiston Me