Position in UWMC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,450
-$1,170 QoQ
Shares Held
1,070
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 289 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $76,191 across 2 Mortgage Finance names. UWMC ranks #2 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
4,682 | $73,741 | |
| 2 | UWMC |
UWM Holdings Corp
This page
|
1,070 | $2,450 |
All Filings in UWMC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,450 | 1,070 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,620 | 1,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,380 | 1,000 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,090 | 1,000 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,140 | 1,000 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,460 | 1,000 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,870 | 1,000 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,520 | 1,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,930 | 1,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,260 | 1,000 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $7,150 | 1,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,850 | 1,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,600 | 1,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,910 | 1,000 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3 | 1,000 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,930 | 1,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $16,907 | 4,776 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $21,227 | 4,686 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $27,391 | 4,627 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $31,789 | 4,574 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $38,295 | 4,532 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $35,685 | 4,500 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||