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Lifevantage Ord shares owned by UMA Financial Services

Quarter-by-quarter ownership of Lifevantage Ord (LFVN) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Lifevantage Ord

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lifevantage Ord by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.3k 952 9.73
2025-06-30 $13k 952 13.08
2025-03-31 $14k 952 14.58
2024-12-31 $17k 952 17.53

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 Lifevantage Ord

Capital Management Corporation
Renaissance Technologies
BlackRock
Vanguard Group
Dimensional Fund Advisors
Geode Capital Management
Millennium Management
State Street Corporation
Envestnet Asset Management
American Century Companies
Bank of New York Mellon
Northern Trust
Trexquant Investment
Two Sigma Investments
Jacobs Levy Equity Management

View all funds holding Lifevantage Ord