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Capsovision shares owned by UMA Financial Services

Quarter-by-quarter ownership of Capsovision (CV) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Capsovision

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capsovision by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $630 83 7.59

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Mega Cap Index (MGC)

View all positions for UMA Financial Services

Top funds holding Capsovision

BlackRock
Vanguard Capital Management
Geode Capital Management
State Street Corporation
Vanguard Portfolio Management
Northern Trust
Vanguard Fiduciary Trust
Charles Schwab Investment Management
Sixth Street Partners Management Company
Bank of New York Mellon
Nuveen
Deutsche Bank Aktiengesellschaft
XTX Topco
Wells Fargo & Company
Bank of America Corporation

View all funds holding Capsovision