Position in UWMC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,102
-$1,560 QoQ
Shares Held
1,355
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#250
of 289 holders
Holding Since
Mar 2026
2 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $5,858 across 2 Mortgage Finance names. UWMC ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
This page
|
1,355 | $3,102 | |
| 2 | RKT |
Rocket Companies, Inc.
|
175 | $2,756 |
All Filings in UWMC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,102 | 1,355 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,662 | 1,288 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||