Ownership history in Advisory Services Network, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in UWM HOLDINGS CORPORATION (UWMC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 6,178 | -4,794 | -43.7% | 0.00% | $38K | $5.80 |
| 2024 Q3 | UNCHANGED | 10,972 | — | 0% | 0.00% | $76K | $7.53 |
| 2024 Q2 | ADDED | 10,972 | +10,672 | +3557.3% | 0.00% | $76K | $6.06 |
| 2023 Q4 | REDUCED | 300 | -63,995 | -99.5% | 0.00% | $2K | $6.07 |
| 2023 Q2 | ADDED | 64,295 | +2,867 | +4.7% | 0.01% | $360K | $4.60 |
| 2023 Q1 | ADDED | 61,428 | +61,193 | +26039.6% | 0.01% | $302K | $3.97 |
| 2022 Q4 | REDUCED | 235 | -66,611 | -99.6% | 0.00% | $778 | $2.62 |
| 2021 Q1 | INITIATED | 66,846 | — | — | 0.02% | $530K | $5.44 |
As of 2025 Q4 — sorted by position size