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Ultimus Managers Tr shares owned by Osbon Capital Management

Quarter-by-quarter ownership of Ultimus Managers Tr (WEEI) shares owned by Osbon Capital Management from 13F filings

Historical chart of Osbon Capital Management investment in Ultimus Managers Tr

Tip: Access up to 7 years of quarterly data

All positions including Ultimus Managers Tr held by Osbon Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ultimus Managers Tr by Osbon Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $994 45 22.11

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View all positions for Osbon Capital Management

Top funds holding Ultimus Managers Tr

Westwood Holdings
LPL Financial
Stratos Wealth Partners
Nottingham Advisors
Wealthcare Advisory Partners
Chapin Davis
Private Advisor
Jane Street
Cambridge Investment Research Advisors
Founders Financial Alliance
Advisor Group Holdings
Umb Bank N A
Royal Bank of Canada
City State Bank
IFS Advisors

View all funds holding Ultimus Managers Tr