Steward Partners Investment Advisory, LLC
Holdings in UWMC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,221,277 | 963,762 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $5,869,231 | 963,749 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $3,989,854 | 963,733 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $6,895 | 1,263 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $3,821 | 651 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $5,469 | 642 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $4,386 | 633 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $4,530 | 624 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $4,390 | 614 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $2,924 | 603 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $3,315 | 592 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $2,852 | 581 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $903 | 273 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $776 | 265 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $916 | 259 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $702 | 155 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $899 | 152 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $1,042 | 150 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $1,267 | 150 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,609 | 203 | Shares | Sole | 2021-05-17 |