SHP Wealth Management

Position in RKT — Rocket Companies, Inc.

CIK 1807060 PLYMOUTH, MA

Position in RKT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$976

-$206 QoQ

Shares Held

-25.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#746

of 791 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SHP Wealth Management holds $1,320 across 3 Mortgage Finance names. RKT ranks #1 (73.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	62	$976
2	GHI	Greystone Housing Impact Investors LP	50	$290
3	WD	Walker & Dunlop, Inc.	1	$54

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$976	62	-25.3%	Shares	Sole	2026-08-11
2026-03-31	$1,182	83	-84.0%	Shares	Sole	2026-05-08
2025-12-31	$10,028	518	—	Shares	Sole	2026-03-04
No filing history on record for this holder in this stock.