UMA Financial Services, Inc.

All 13F Filings

Most recent 13F
Q2 2022
Location
Salt Lake City, UT
CIK
0001795173
All SEC filings
View on sec.gov
Filing ID Quarter Holdings Value ($000) Form Type Date Filed Name
000179517322000005 Q2 2022 149 345,249 13F-HR 8/2/2022 UMA Financial Services, Inc.
000179517322000003 Q1 2022 156 376,606 13F-HR 5/5/2022 UMA Financial Services, Inc.
000179517322000001 Q4 2021 158 381,326 13F-HR 1/10/2022 UMA Financial Services, Inc.
000179517321000005 Q3 2021 157 363,666 13F-HR 10/18/2021 UMA Financial Services, Inc.
000179517321000004 Q2 2021 151 349,126 13F-HR 7/23/2021 UMA Financial Services, Inc.
000179517321000003 Q1 2021 143 307,355 13F-HR 4/6/2021 UMA Financial Services, Inc.
000179517321000002 Q4 2020 141 293,816 13F-HR 2/19/2021 UMA Financial Services, Inc.
000179517320000004 Q3 2020 127 249,123 13F-HR 11/4/2020 UMA Financial Services, Inc.
000179517320000003 Q2 2020 131 248,103 13F-HR 8/11/2020 UMA Financial Services, Inc.
000179517320000002 Q1 2020 108 200,132 13F-HR 4/23/2020 UMA Financial Services, Inc.
000179517320000001 Q4 2019 120 224,732 13F-HR 1/14/2020 UMA Financial Services, Inc.
000179517319000001 Q3 2019 107 204,749 13F-HR 11/26/2019 UMA Financial Services, Inc.