Position in UWMC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$69,496
+$13,651 QoQ
Shares Held
30,348
+96.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#165
of 291 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Derivatives in UWMC
reported options exposure · as of Jun 30, 2026CallValue
$458
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026SkyOak Wealth, LLC holds $69,496 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
|
30,348 | $69,496 |
All Filings in UWMC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458 | 200 | Call | Sole | 2026-07-30 | |
| 2026-06-30 | $69,496 | 30,348 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $55,845 | 15,427 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $66,703 | 15,229 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $61,673 | 10,127 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||