Position in UWMC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$279
-$9,741 QoQ
Shares Held
122
-94.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#276
of 291 holders
Holding Since
Mar 2022
2 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $25,343 across 3 Mortgage Finance names. UWMC ranks #2 (1.1% of the industry book) .
All Filings in UWMC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279 | 122 | Shares | Defined | 2026-08-04 | |
| 2022-03-31 | $10,020 | 2,212 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||