Position in UWMC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$37,246
-$94,994 QoQ
Shares Held
10,289
-65.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $986,312 across 1 Mortgage Finance name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
62,623 | $986,312 |
All Filings in UWMC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,246 | 10,289 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $132,240 | 30,192 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $157,810 | 25,913 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $58,469 | 14,123 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $87,906 | 16,100 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $90,439 | 15,407 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $131,267 | 15,407 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $106,770 | 15,407 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $113,350 | 15,613 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $110,524 | 15,458 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $75,087 | 15,482 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $86,699 | 15,482 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $76,016 | 15,482 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $35,099 | 10,604 | Shares | Other | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||