UMA Financial Services, Inc.
CIK
0001795173
City
SALT LAKE CITY
State / Country
UT
Holdings in SNFCA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $471,907 | 52,376 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $486,881 | 56,157 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $501,724 | 53,483 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $616,327 | 53,483 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $352,340 | 30,753 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $282,974 | 32,296 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $234,055 | 32,296 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $220,676 | 30,758 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $251,086 | 30,758 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $247,324 | 34,780 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $253,802 | 33,124 | Shares | Sole | 2023-07-05 |
| 2023-03-31 | $178,263 | 33,124 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $208,879 | 33,124 | Shares | Sole | 2023-01-25 |
| 2022-09-30 | $181,698 | 33,124 | Shares | Sole | 2022-10-06 |
| 2022-06-30 | $242,073 | 33,124 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $259,537 | 31,547 | Shares | Sole | 2022-05-05 |