Position in UWMC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,641
+$3,214 QoQ
Shares Held
1,590
+1247.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#247
of 289 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $4,909 across 4 Mortgage Finance names. UWMC ranks #1 (74.2% 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 | $3,641 | 1,590 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $427 | 118 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $516 | 118 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $718 | 118 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||