Position in RKT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$57,771
+$5,502 QoQ
Shares Held
3,668
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#631
of 787 holders
Holding Since
Sep 2023
12 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, 2026DHJJ Financial Advisors, Ltd. holds $60,402 across 2 Mortgage Finance names. RKT ranks #1 (95.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
3,668 | $57,771 | |
| 2 | UWMC |
UWM Holdings Corp
|
1,149 | $2,631 |
All Filings in RKT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,771 | 3,668 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $52,269 | 3,668 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $71,012 | 3,668 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $71,085 | 3,668 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $7,090 | 500 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $6,035 | 500 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $5,630 | 500 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,595 | 500 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $6,850 | 500 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $7,275 | 500 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $7,240 | 500 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $4,090 | 500 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||