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Complete Solaria shares owned by UMA Financial Services

Quarter-by-quarter ownership of Complete Solaria (SPWR) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Complete Solaria

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Complete Solaria by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $882 1.3k 0.69

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 Complete Solaria

Vanguard Capital Management
State Street Corporation
Carlyle
Polar Securities
Cygnus Capital Advisors
Ardsley Advisory Partners
DDD Partners
Springbok Capital Management
BlackRock
Renaissance Technologies
Westerly Capital Management
Alyeska Investment Group
Geode Capital Management
Diametric Capital
Qube Research & Technologies

View all funds holding Complete Solaria