Position in UWMC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$224,010
-$163,587 QoQ
Shares Held
97,821
-8.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#117
of 289 holders
Holding Since
Mar 2022
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Prospera Financial Services Inc holds $224,010 across 1 Mortgage Finance name. UWMC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
This page
|
97,821 | $224,010 |
All Filings in UWMC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,010 | 97,821 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $387,597 | 107,071 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $337,855 | 77,136 | Shares | Sole | 2026-02-09 | |
| 2022-03-31 | $14,378 | 3,174 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||