ELEVATION POINT WEALTH PARTNERS, LLC
Position in RKT — Rocket Companies, Inc.
CIK 1744349
DENVER, CO
Position in RKT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$545,076
-$368,420 QoQ
Shares Held
34,608
-46.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#418
of 787 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $576,893 across 2 Mortgage Finance names. RKT ranks #1 (94.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
34,608 | $545,076 | |
| 2 | UWMC |
UWM Holdings Corp
|
13,894 | $31,817 |
All Filings in RKT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,076 | 34,608 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $913,496 | 64,105 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $836 | 59 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||