Position in UWMC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$30,880
-$23,365 QoQ
Shares Held
13,485
-10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#214
of 291 holders
Holding Since
Sep 2023
11 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, 2026FORTEM FINANCIAL GROUP, LLC holds $30,880 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
|
13,485 | $30,880 |
All Filings in UWMC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,880 | 13,485 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $54,245 | 14,985 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $73,080 | 16,685 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $78,469 | 12,885 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $77,668 | 14,225 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $104,926 | 17,875 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $185,523 | 21,775 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $170,651 | 24,625 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $186,037 | 25,625 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $177,320 | 24,800 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $126,100 | 26,000 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||