Position in UWMC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$101,606
+$25,136 QoQ
Shares Held
28,068
+60.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $425,880 across 1 Mortgage Finance name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
27,040 | $425,880 |
All Filings in UWMC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,606 | 28,068 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $76,470 | 17,459 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $98,426 | 16,162 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $47,498 | 11,473 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $75,124 | 13,759 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $82,491 | 14,053 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $97,315 | 11,422 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $79,861 | 11,524 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $75,808 | 10,442 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $74,631 | 10,438 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $57,024 | 10,183 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||