Skip to content
Disclosery

FormulaFolio Investments, LLC: UWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FormulaFolio Investments, LLC on UWM, newest first. How the timeline and the estimate are built.

FormulaFolio Investments, LLC held 46,239 UWM shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 46,239 shares
    Change vs previous 13F +22,249 shares

    0.92% of the 13F portfolio, value $2,767,000.

    13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 23,990 shares
    Change vs previous 13F -218,544 shares

    0.85% of the 13F portfolio, value $2,625,000.

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 242,534 shares
    Change vs previous 13F -125,698 shares

    0.46% of the 13F portfolio, value $21,733,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 368,232 shares
    Change vs previous 13F +114,955 shares

    0.75% of the 13F portfolio, value $19,479,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 253,277 shares
    Change vs previous 13F +253,277 shares

    0.5% of the 13F portfolio, value $12,309,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 0 shares
    Change vs previous 13F -443,223 shares

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2019-12-31
    13F 443,223 shares
    Change vs previous 13F +98,580 shares

    1.22% of the 13F portfolio, value $34,133,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 344,643 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $22,219,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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