UMA Financial Services - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for UMA Financial Services going back to Nov. 26, 2019
- Physician Wealth Advisors 2024 Q3 - filed Oct. 16, 2024 - new!
- Physician Wealth Advisors 2024 Q2 - filed July 17, 2024
- Physician Wealth Advisors 2024 Q1 - filed April 17, 2024
- Physician Wealth Advisors 2023 Q4 - filed Jan. 23, 2024
- Physician Wealth Advisors 2023 Q3 - filed Oct. 10, 2023
- Physician Wealth Advisors 2023 Q2 - filed July 5, 2023
- Physician Wealth Advisors 2023 Q1 - filed April 20, 2023
- UMA Financial Services 2022 Q4 - filed Jan. 25, 2023
- UMA Financial Services 2022 Q3 - filed Oct. 6, 2022
- UMA Financial Services 2022 Q2 - filed Aug. 2, 2022
- UMA Financial Services 2022 Q1 - filed May 5, 2022
- UMA Financial Services 2021 Q4 - filed Jan. 11, 2022
- UMA Financial Services 2021 Q3 - filed Oct. 19, 2021
- UMA Financial Services 2021 Q2 - filed July 23, 2021
- UMA Financial Services 2021 Q1 - filed April 6, 2021
- UMA Financial Services 2020 Q4 - filed Feb. 19, 2021
- UMA Financial Services 2020 Q3 - filed Nov. 4, 2020
- UMA Financial Services 2020 Q2 - filed Aug. 11, 2020
- UMA Financial Services 2020 Q1 - filed April 23, 2020
- UMA Financial Services 2019 Q4 - filed Jan. 14, 2020
- UMA Financial Services 2019 Q3 - filed Nov. 26, 2019