UMA Financial Services, Inc.
Holdings in CCU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,194 | 172 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $1,030 | 85 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $1,059 | 82 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $1,018 | 67 | Shares | Sole | 2025-04-28 |