UMA Financial Services, Inc.
CIK
0001795173
City
SALT LAKE CITY
State / Country
UT
Holdings in PSF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $225,919 | 11,140 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $231,489 | 11,140 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $298,736 | 14,833 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $296,511 | 14,833 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $293,248 | 14,833 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $318,019 | 14,833 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $293,396 | 14,833 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $296,511 | 14,833 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $280,343 | 14,833 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $268,328 | 14,833 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $269,367 | 14,833 | Shares | Sole | 2023-07-05 |
| 2023-03-31 | $268,477 | 14,833 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $277,673 | 14,833 | Shares | Sole | 2023-01-25 |
| 2022-09-30 | $266,400 | 14,833 | Shares | Sole | 2022-10-06 |
| 2022-06-30 | $302,148 | 14,833 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $565,460 | 24,500 | Shares | Sole | 2022-05-05 |
| 2021-12-31 | $656,600 | 24,500 | Shares | Sole | 2022-01-11 |
| 2021-09-30 | $698,250 | 24,500 | Shares | Sole | 2021-10-19 |
| 2021-06-30 | $750,925 | 24,500 | Shares | Sole | 2021-07-23 |
| 2021-03-31 | $678,650 | 24,500 | Shares | Sole | 2021-04-06 |
| 2020-12-31 | $688,450 | 24,500 | Shares | Sole | 2021-02-19 |
| 2020-09-30 | $650,475 | 24,500 | Shares | Sole | 2020-11-04 |
| 2020-06-30 | $603,435 | 24,500 | Shares | Sole | 2020-08-11 |