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Veritone shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services investment in Veritone

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

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Quarterly reported holdings in Veritone by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1k 441 4.82
2025-06-30 $556 441 1.26

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 Veritone

Vanguard Group
Cooper Creek Partners Management
Marshall Wace
Silvercrest Asset Management Group
UBS Group
Susquehanna International
Thompson, Siegel, & Walmsley
BlackRock
Geode Capital Management
Royce & Associates
Citadel Advisors
Two Sigma Investments
Jane Street
Davidson Kempner Capital Management
Goldman Sachs Group

View all funds holding Veritone