Position in UWMC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,631
-$1,528 QoQ
Shares Held
1,149
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#253
of 289 holders
Holding Since
Sep 2023
12 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, 2026DHJJ Financial Advisors, Ltd. holds $60,402 across 2 Mortgage Finance names. UWMC ranks #2 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
3,668 | $57,771 | |
| 2 | UWMC |
UWM Holdings Corp
This page
|
1,149 | $2,631 |
All Filings in UWMC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,631 | 1,149 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,159 | 1,149 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $5,032 | 1,149 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,997 | 1,149 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,756 | 1,149 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $6,273 | 1,149 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $6,744 | 1,149 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,653 | 1,133 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $7,747 | 1,118 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $7,993 | 1,101 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $7,750 | 1,084 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $5,160 | 1,064 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||