UMA Financial Services, Inc.
Holdings in UMAC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,841 | 223 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $2,491 | 165 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $1,414 | 165 | Shares | Sole | 2025-07-14 |