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Cetera Investment Advisers: UWMC position timeline

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

Cetera Investment Advisers held 240,881 UWMC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,881 shares
    Change vs previous 13F +80,990 shares

    <0.01% of the 13F portfolio, value $551,618.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 159,891 shares
    Change vs previous 13F +9,057 shares

    <0.01% of the 13F portfolio, value $578,805.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 150,834 shares
    Change vs previous 13F +159 shares

    <0.01% of the 13F portfolio, value $660,653.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 150,675 shares
    Change vs previous 13F +37,714 shares

    <0.01% of the 13F portfolio, value $917,616.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 112,961 shares
    Change vs previous 13F +19,239 shares

    <0.01% of the 13F portfolio, value $467,659.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 93,722 shares
    Change vs previous 13F +6,988 shares

    <0.01% of the 13F portfolio, value $511,723.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 86,734 shares
    Change vs previous 13F +51,732 shares

    <0.01% of the 13F portfolio, value $509,126.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 35,002 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $298,221.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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