Pinnacle Wealth Planning Services, Inc.

Position in UWMC — UWM Holdings Corp

CIK 1726752 MANSFIELD, OH

Position in UWMC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,930

+$1,301 QoQ

Shares Held

843

+384.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#258

of 289 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $120,134 across 4 Mortgage Finance names. UWMC ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	5,431	$85,538
2	WD	Walker & Dunlop, Inc.	430	$23,521
3	PFSI	PennyMac Financial Services, Inc.	105	$9,145
4	UWMC	UWM Holdings Corp This page	843	$1,930

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,930	843	+384.5%	Shares	Sole	2026-08-07
2026-03-31	$629	174	0.0%	Shares	Sole	2026-05-11
2025-12-31	$762	174	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.