Position in UWMC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$175,915
+$94,618 QoQ
Shares Held
76,819
+242.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#131
of 291 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, 2026Dynasty Wealth Management, LLC holds $175,915 across 1 Mortgage Finance name. UWMC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
This page
|
76,819 | $175,915 |
All Filings in UWMC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,915 | 76,819 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $81,297 | 22,458 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $119,381 | 27,256 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $310,206 | 50,937 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||