Position in UWMC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$641
-$372 QoQ
Shares Held
280
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#266
of 289 holders
Holding Since
Dec 2022
15 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, 2026NewEdge Advisors, LLC holds $1,022,328 across 3 Mortgage Finance names. UWMC ranks #3 (0.1% of the industry book) .
All Filings in UWMC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641 | 280 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,013 | 280 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $52,888 | 12,075 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,705 | 280 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,159 | 280 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,528 | 280 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,643 | 280 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,425 | 1,341 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,286 | 1,340 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $9,728 | 1,340 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,581 | 1,340 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,141 | 1,060 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,936 | 1,060 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,204 | 1,060 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4 | 1,060 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||