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Newlake Capital shares owned by HBC Financial Services, P

Quarter-by-quarter ownership of Newlake Capital (NLCP) shares owned by HBC Financial Services, P from 13F filings

Historical chart of HBC Financial Services, P investment in Newlake Capital

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All positions including Newlake Capital held by HBC Financial Services, P consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Newlake Capital by HBC Financial Services, P

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.0k 500 18.00

More positions owned by HBC Financial Services, P

iShares Core S&P Mid-Cap ETF Exchange-Traded Fund (IJH)
iShares Russell 1000 ETF Exchange-Traded Fund (IWB)
iShares National Muni Bond ETF Exchange-Traded Fund (MUB)
iShares Core US Aggregate Bond ETF Exchange-Traded Fund (AGG)
Microsoft Corp Stock (MSFT)
Starbucks Corp Stock (SBUX)
Vanguard Small-Cap ETF Exchange-Traded Fund (VB)
Vanguard Total Stock Market ETF Exchange-Traded Fund (VTI)
Vanguard Dividend Appreciation ETF Exchange-Traded Fund (VIG)
Apple Stock (AAPL)
iShares Core S&P 500 ETF Exchange-Traded Fund (IVV)
Costco Wholesale Corp Stock (COST)
Amazon.com Stock (AMZN)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Berkshire Hathaway Inc Class A Stock (BRK.A)

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Top funds holding Newlake Capital

AXS Investments
HBC Financial Services, P

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