Position in UWMC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$122,968
-$71,418 QoQ
Shares Held
53,698
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#145
of 289 holders
Holding Since
Mar 2026
2 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, 2026Optimist Retirement Group LLC holds $122,968 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
|
53,698 | $122,968 |
All Filings in UWMC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,968 | 53,698 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $194,386 | 53,698 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||