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Lizhi shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services investment in Lizhi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lizhi by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $558 48 11.63

More positions owned by UMA Financial Services

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

View all positions for UMA Financial Services

Top funds holding Lizhi

Susquehanna International
Citadel Advisors
Group One Trading
Rhumbline Advisers
Jones Financial Companies, L.L
Simplex Trading
Bnp Paribas Arbitrage, Snc
Caitong International Asset Management
Northwestern Mutual Wealth Management Company
UMA Financial Services
UBS Group
SBI Securities
Federation des caisses Desjardins du Quebec

View all funds holding Lizhi