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Carrera Capital Advisors: UWMC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carrera Capital Advisors on UWMC, newest first. How the timeline and the estimate are built.

Carrera Capital Advisors held 619,823 UWMC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 619,823 shares
    Change vs previous 13F +69,167 shares

    0.22% of the 13F portfolio, value $1,477,416.

    13F-HR 0002035329-26-000004 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 550,656 shares
    Change vs previous 13F +225,365 shares

    0.32% of the 13F portfolio, value $2,048,439.

    13F-HR 0002035329-26-000002 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 325,291 shares
    Change vs previous 13F +43,879 shares

    0.25% of the 13F portfolio, value $1,457,306.

    13F-HR 0002035329-26-000001 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 281,412 shares
    Change vs previous 13F -204,966 shares

    0.31% of the 13F portfolio, value $1,741,939.

    13F-HR 0002035329-25-000007 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 486,378 shares
    Change vs previous 13F +5,008 shares

    0.42% of the 13F portfolio, value $2,061,744.

    13F-HR 0002035329-25-000004 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 481,370 shares
    Change vs previous 13F +279,996 shares

    0.59% of the 13F portfolio, value $2,677,214.

    13F-HR 0002035329-25-000002 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 201,374 shares
    Change vs previous 13F +1,005 shares

    0.28% of the 13F portfolio, value $1,202,204.

    13F-HR 0002035329-25-000001 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 200,369 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,727,183.

    13F-HR 0002035329-24-000003 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).