UMA Financial Services, Inc.
Holdings in GSBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $440,141 | 47,429 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $481,234 | 47,319 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $2,463 | 219 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $2,546 | 219 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $211,883 | 17,511 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $177,889 | 12,928 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $188,070 | 12,513 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $182,246 | 12,166 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $173,177 | 11,821 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $166,682 | 11,448 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $153,970 | 11,109 | Shares | Sole | 2023-07-05 |
| 2023-03-31 | $146,914 | 10,763 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $142,962 | 10,420 | Shares | Sole | 2023-01-25 |
| 2022-09-30 | $146,291 | 10,124 | Shares | Sole | 2022-10-06 |
| 2022-03-31 | $196,335 | 10,012 | Shares | Sole | 2022-05-05 |
| 2021-12-31 | $191,829 | 10,012 | Shares | Sole | 2022-01-11 |
| 2021-09-30 | $228,494 | 12,452 | Shares | Sole | 2021-10-19 |
| 2021-06-30 | $221,225 | 11,287 | Shares | Sole | 2021-07-23 |
| 2021-03-31 | $218,177 | 11,287 | Shares | Sole | 2021-04-06 |
| 2020-12-31 | $200,549 | 10,489 | Shares | Sole | 2021-02-19 |
| 2020-09-30 | $157,754 | 10,489 | Shares | Sole | 2020-11-04 |
| 2020-06-30 | $170,236 | 10,489 | Shares | Sole | 2020-08-11 |
| 2020-03-31 | $129,736 | 10,522 | Shares | Sole | 2020-04-23 |