Current Market Value 636,784,038
Current Holdings 1800
Most Recent File Date 2025-07-14
Total Filings on Record 25
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by UMA Financial Services, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-14 2025-06-30 13F-HR 1800 636,784
2025-07-11 2025-06-30 13F-HR 1800 636,784
2025-04-28 2025-03-31 13F-HR 1436 580,846
2025-02-12 2024-12-31 13F-HR 1148 591,790
2024-10-16 2024-09-30 13F-HR 183 554,199
2024-07-17 2024-06-30 13F-HR 182 542,654
2024-04-17 2024-03-31 13F-HR 176 475,558
2024-01-23 2023-12-31 13F-HR 167 447,952
2023-10-10 2023-09-30 13F-HR 148 388,746
2023-07-05 2023-06-30 13F-HR 150 402,872
2023-04-20 2023-03-31 13F-HR 152 381,068
2023-01-25 2022-12-31 13F-HR 150 370,553
2022-10-06 2022-09-30 13F-HR 146 325,365
2022-08-02 2022-06-30 13F-HR 149 345,249
2022-05-05 2022-03-31 13F-HR 156 376,606
2022-01-11 2021-12-31 13F-HR 158 381,326
2021-10-19 2021-09-30 13F-HR 157 363,666
2021-07-23 2021-06-30 13F-HR 151 349,126
2021-04-06 2021-03-31 13F-HR 143 307,355
2021-02-19 2020-12-31 13F-HR 141 293,816
2020-11-04 2020-09-30 13F-HR 127 249,123
2020-08-11 2020-06-30 13F-HR 131 248,103
2020-04-23 2020-03-31 13F-HR 108 200,132
2020-01-14 2019-12-31 13F-HR 120 224,732
2019-11-26 2019-09-30 13F-HR 107 204,749