UMA Financial Services, Inc.
Holdings in PCM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $167,806 | 27,330 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $183,384 | 27,330 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $204,648 | 32,330 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $208,851 | 32,330 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $248,941 | 32,330 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $258,316 | 32,330 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $239,888 | 32,330 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $267,369 | 32,330 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $257,346 | 32,330 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $287,737 | 32,330 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $311,337 | 32,330 | Shares | Sole | 2023-07-05 |
| 2023-03-31 | $272,218 | 32,330 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $254,437 | 32,330 | Shares | Sole | 2023-01-25 |
| 2022-09-30 | $257,993 | 32,330 | Shares | Sole | 2022-10-06 |
| 2022-06-30 | $299,052 | 32,330 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $351,210 | 34,500 | Shares | Sole | 2022-05-05 |
| 2021-12-31 | $369,840 | 34,500 | Shares | Sole | 2022-01-11 |
| 2021-09-30 | $391,575 | 34,500 | Shares | Sole | 2021-10-19 |
| 2021-06-30 | $409,515 | 34,500 | Shares | Sole | 2021-07-23 |
| 2021-03-31 | $395,370 | 34,500 | Shares | Sole | 2021-04-06 |
| 2020-12-31 | $370,185 | 34,500 | Shares | Sole | 2021-02-19 |
| 2020-09-30 | $349,140 | 34,500 | Shares | Sole | 2020-11-04 |
| 2020-06-30 | $324,990 | 34,500 | Shares | Sole | 2020-08-11 |