Position in RKT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$73,741
-$3,038 QoQ
Shares Held
4,682
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#625
of 787 holders
Holding Since
Mar 2021
8 quarters on record
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $76,191 across 2 Mortgage Finance names. RKT ranks #1 (96.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
4,682 | $73,741 | |
| 2 | UWMC |
UWM Holdings Corp
|
1,070 | $2,450 |
All Filings in RKT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,741 | 4,682 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $76,779 | 5,388 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $432,057 | 22,317 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,851,200 | 250,320 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,806 | 480 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,793 | 480 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,404 | 480 | Shares | Sole | 2025-01-24 | |
| 2021-03-31 | $34,865 | 1,510 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||