Position in UWMC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$31,817
-$16,564 QoQ
Shares Held
13,894
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#208
of 289 holders
Holding Since
Jun 2025
4 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 Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $576,893 across 2 Mortgage Finance names. UWMC ranks #2 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
34,608 | $545,076 | |
| 2 | UWMC |
UWM Holdings Corp
This page
|
13,894 | $31,817 |
All Filings in UWMC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,817 | 13,894 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $48,381 | 13,365 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $58,087 | 13,262 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $956 | 231 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||