Position in UWMC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,891
-$9,867 QoQ
Shares Held
2,136
-47.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#244
of 289 holders
Holding Since
Dec 2025
3 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, 2026Center for Financial Planning, Inc. holds $4,891 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
|
2,136 | $4,891 |
All Filings in UWMC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,891 | 2,136 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $14,758 | 4,077 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $17,857 | 4,077 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||