Position in UWMC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$54,260
New position
Shares Held
14,989
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026WADDELL & ASSOCIATES, LLC holds $37,820 across 1 Mortgage Finance name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLNE |
Beeline Holdings, Inc.
|
31,000 | $37,820 |
All Filings in UWMC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,260 | 14,989 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||