Position in UWMC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$55,114
-$3,722 QoQ
Shares Held
15,225
+13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Integrated Wealth Concepts LLC holds $1,885,391 across 3 Mortgage Finance names. UWMC ranks #3 (2.9% of the industry book) .
All Filings in UWMC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,114 | 15,225 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $58,836 | 13,433 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||