Position in UWMC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$498,674
-$289,559 QoQ
Shares Held
217,762
+0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#87
of 291 holders
Holding Since
Jun 2021
21 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, 2026Lebenthal Global Advisors, LLC holds $498,674 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
|
217,762 | $498,674 |
All Filings in UWMC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,674 | 217,762 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $788,233 | 217,744 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $843,171 | 192,505 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $581,643 | 95,508 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $614,520 | 148,435 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $575,931 | 105,482 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $573,845 | 97,759 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $357,618 | 41,974 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $433,118 | 62,499 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $451,165 | 62,144 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $361,146 | 50,510 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $390,531 | 80,522 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $314,949 | 56,241 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $428,260 | 87,222 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $289,085 | 87,337 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $414,885 | 141,599 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $634,640 | 179,277 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,011,037 | 223,187 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $563,921 | 95,257 | Shares | Sole | 2022-04-15 | |
| 2021-09-30 | $624,686 | 89,883 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $407,070 | 48,174 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||