Position in UWMC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$26,335
-$15,295 QoQ
Shares Held
11,500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#225
of 291 holders
Holding Since
Dec 2022
14 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, 2026LJI Wealth Management, LLC holds $26,335 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
|
11,500 | $26,335 |
All Filings in UWMC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,335 | 11,500 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $41,630 | 11,500 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $50,370 | 11,500 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $72,471 | 11,900 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $49,266 | 11,900 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $64,974 | 11,900 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $70,440 | 12,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $129,163 | 15,160 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $105,058 | 15,160 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $165,594 | 23,160 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $123,966 | 25,560 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $149,856 | 26,760 | Shares | Sole | 2024-02-02 | |
| 2023-03-31 | $152,995 | 31,160 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $104,132 | 31,460 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||