Spartan Wealth Advisory Services LLC
Position in UWMC — UWM Holdings Corp
CIK 2075193
BINGHAM FARMS, MI
Position in UWMC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$268,266
-$123,313 QoQ
Shares Held
117,147
+8.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#112
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, 2026Spartan Wealth Advisory Services LLC holds $531,653 across 2 Mortgage Finance names. UWMC ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
This page
|
117,147 | $268,266 | |
| 2 | RKT |
Rocket Companies, Inc.
|
16,723 | $263,387 |
All Filings in UWMC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,266 | 117,147 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $391,579 | 108,171 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||