180 WEALTH ADVISORS, LLC

Position in UWMC — UWM Holdings Corp

CIK 1730817 FEDERAL WAY, WA

Position in UWMC

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

Position Value

$1,104,973

+$26,840 QoQ

Shares Held

482,521

+62.0% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#58

of 291 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Financial Services · as of Jun 30, 2026

180 WEALTH ADVISORS, LLC holds $1,104,973 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	482,521	$1,104,973

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,104,973	482,521	+62.0%	Shares	Sole	2026-07-07
2026-03-31	$1,078,133	297,827	+87.2%	Shares	Sole	2026-05-01
2025-12-31	$696,739	159,073	+40.5%	Shares	Sole	2026-01-09
2025-09-30	$689,655	113,244	+5.0%	Shares	Sole	2025-10-16
2025-06-30	$446,383	107,822	+59.7%	Shares	Sole	2025-07-31
2025-03-31	$368,593	67,508	+9.3%	Shares	Sole	2025-04-09
2024-12-31	$362,672	61,784	+34.6%	Shares	Sole	2025-01-14
2024-09-30	$391,119	45,906	-2.5%	Shares	Sole	2024-11-01
2024-06-30	$326,409	47,101	-4.5%	Shares	Sole	2024-07-16
2024-03-31	$358,164	49,334	-1.6%	Shares	Sole	2024-04-16
2023-12-31	$358,365	50,121	+7.8%	Shares	Sole	2024-01-25
2023-09-30	$225,597	46,515	+6.2%	Shares	Sole	2023-11-01
2023-06-30	$245,184	43,783	-0.9%	Shares	Sole	2023-07-12
2023-03-31	$216,953	44,186	+4.8%	Shares	Sole	2023-04-07
2022-12-31	$139,582	42,170	+22.4%	Shares	Sole	2023-02-02
2022-09-30	$100,947	34,453	+15.7%	Shares	Sole	2022-10-12
2022-06-30	$105,403	29,775	+38.6%	Shares	Sole	2022-07-11
2022-03-31	$97,304	21,480	—	Shares	Sole	2022-04-22
No filing history on record for this holder in this stock.