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Berry Pete Corp shares owned by UMA Financial Services

Quarter-by-quarter ownership of Berry Pete Corp (BRY) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Berry Pete Corp

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All positions including Berry Pete Corp held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berry Pete Corp by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6k 418 3.78
2025-06-30 $1.2k 418 2.77

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Berry Pete Corp

BlackRock
Vanguard Group
Tudor Investment Corporation
Dimensional Fund Advisors
Hotchkis and Wiley Capital Management
Allspring Global Investments Holdings
American Century Companies
Charles Schwab Investment Management
Qube Research & Technologies
Geode Capital Management
Arrowstreet Capital, Limited Partnership
State Street Corporation
Millennium Management
Jpmorgan Chase & Co
Renaissance Technologies

View all funds holding Berry Pete Corp