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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001795173-23-000001
Filing Date
2023-01-25
Accepted
2023-01-25 14:04:12
Documents
2
Period of Report
2022-12-31
Effectiveness Date
2023-01-25

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2015
2 umafinancial12312023.html INFORMATION TABLE  
2 umafinancial12312023.xml INFORMATION TABLE 74635
  Complete submission text file 0001795173-23-000001.txt   77858
Mailing Address 310 EAST 4500 SOUTH #550 SALT LAKE CITY UT 84107
Business Address 310 EAST 4500 SOUTH #550 SALT LAKE CITY UT 84107 8017479903
UMA Financial Services, Inc. (Filer) CIK: 0001795173 (see all company filings)

IRS No.: 870513295 | State of Incorp.: UT | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19642 | Film No.: 23551980