Position in UWMC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$41,891
-$74,094 QoQ
Shares Held
18,294
-30.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#193
of 289 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Merit Financial Group, LLC holds $911,790 across 3 Mortgage Finance names. UWMC ranks #3 (4.6% of the industry book) .
All Filings in UWMC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,891 | 18,294 | Shares | Other | 2026-07-20 | |
| 2025-12-31 | $115,985 | 26,481 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $78,316 | 12,860 | Shares | Other | 2025-11-07 | |
| 2025-03-31 | $163,352 | 29,918 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||