UMA Financial Services, Inc.
Holdings in FC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $11,813 | 704 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $13,664 | 704 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $16,065 | 704 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $19,444 | 704 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $26,456 | 704 | Shares | Sole | 2025-02-12 |