Position in UWMC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$51,525
-$29,925 QoQ
Shares Held
22,500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#178
of 289 holders
Holding Since
Dec 2024
7 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, 2026Trace Wealth Advisors, LLC holds $51,525 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
|
22,500 | $51,525 |
All Filings in UWMC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,525 | 22,500 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $81,450 | 22,500 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $98,550 | 22,500 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $137,025 | 22,500 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $93,150 | 22,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $122,850 | 22,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $132,075 | 22,500 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||