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Ni Hldgs shares owned by UMA Financial Services

Quarter-by-quarter ownership of Ni Hldgs (NODK) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Ni Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Ni Hldgs held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ni Hldgs by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $629 40 15.73
2025-06-30 $1.7k 137 12.74

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Mega Cap Index (MGC)

View all positions for UMA Financial Services

Top funds holding Ni Hldgs

M3F
Newtyn Management
BlackRock
Dimensional Fund Advisors
Vanguard Capital Management
Geode Capital Management
State Street Corporation
Minerva Advisors
TCW Group
Orchard Capital Managment
Renaissance Technologies
Universal- Beteiligungs- und Servicegesellschaft mbH
Bridgeway Capital Management
Fort Hoosac Management
Northern Trust

View all funds holding Ni Hldgs