Position in UWMC
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$6,038
+$5,951 QoQ
Shares Held
1,668
+9166.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
7 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, 2026Capital Advisors, Ltd. LLC holds $38,571 across 1 Mortgage Finance name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
2,449 | $38,571 |
All Filings in UWMC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,038 | 1,668 | Shares | Sole | 2026-04-16 | |
| 2023-09-30 | $87 | 18 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $392 | 70 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $343 | 70 | Shares | Sole | 2023-05-03 | |
| 2022-06-30 | $3,377 | 954 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,390 | 307 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $53 | 9 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||