Global Retirement Partners, LLC
PensionPosition in UWMC — UWM Holdings Corp
CIK 1749744
San Rafael, CA
Position in UWMC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$35,075
-$32,013 QoQ
Shares Held
15,317
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#203
of 289 holders
Holding Since
Mar 2023
10 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, 2026Global Retirement Partners, LLC holds $1,388,260 across 5 Mortgage Finance names. UWMC ranks #2 (2.5% of the industry book) .
All Filings in UWMC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,075 | 15,317 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $67,088 | 15,317 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $91,350 | 15,000 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $62,100 | 15,000 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $89,482 | 15,244 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $129,333 | 15,180 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $105,197 | 15,180 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $110,206 | 15,180 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $107,250 | 15,000 | Shares | Sole | 2024-01-18 | |
| 2023-03-31 | $618 | 126 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||