Taylor & Morgan Wealth Management, LLC

Position in UWMC — UWM Holdings Corp

CIK 1844266 TROY, MI

Position in UWMC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$83,335

-$45,051 QoQ

Shares Held

36,391

+2.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#157

of 289 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Taylor & Morgan Wealth Management, LLC holds $83,335 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	36,391	$83,335

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$83,335	36,391	+2.6%	Shares	Sole	2026-07-10
2026-03-31	$128,386	35,466	+2.2%	Shares	Sole	2026-04-09
2025-12-31	$152,064	34,718	+1.9%	Shares	Sole	2026-01-16
2025-09-30	$207,516	34,075	+2.4%	Shares	Sole	2025-10-15
2025-06-30	$137,712	33,264	+2.3%	Shares	Sole	2025-07-07
2025-03-31	$177,542	32,517	+1.9%	Shares	Sole	2025-04-08
2024-12-31	$187,388	31,923	+1.4%	Shares	Sole	2025-01-15
2024-09-30	$268,252	31,485	+1.4%	Shares	Sole	2024-10-24
2024-06-30	$215,266	31,063	+1.6%	Shares	Sole	2024-07-16
2024-03-31	$222,039	30,584	+1.5%	Shares	Sole	2024-04-15
2023-12-31	$215,422	30,129	+1.9%	Shares	Sole	2024-01-10
2023-09-30	$143,356	29,558	+1.8%	Shares	Sole	2023-10-05
2023-06-30	$162,668	29,048	+9.8%	Shares	Sole	2023-07-13
2023-03-31	$129,884	26,453	+2.7%	Shares	Sole	2023-04-06
2022-12-31	$85,265	25,760	+3.1%	Shares	Sole	2023-01-17
2022-09-30	$73,220	24,990	+9.2%	Shares	Sole	2022-10-12
2022-06-30	$81,030	22,890	+2.4%	Shares	Sole	2022-07-08
2022-03-31	$101,254	22,352	+1.7%	Shares	Sole	2022-04-18
2021-12-31	$130,121	21,980	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.