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Steward Partners Investment Advisory, LLC: UWMC position timeline

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

Steward Partners Investment Advisory, LLC held 1,191,705 UWMC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,191,705 shares
    Change vs previous 13F +227,928 shares

    0.01% of the 13F portfolio, value $2,729,005.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
    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 963,777 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $3,488,874.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
    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 963,762 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $4,221,277.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
    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 963,749 shares
    Change vs previous 13F +16 shares

    0.03% of the 13F portfolio, value $5,869,232.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
    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 963,733 shares
    Change vs previous 13F +962,470 shares

    0.03% of the 13F portfolio, value $3,989,855.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    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 1,263 shares
    Change vs previous 13F +612 shares

    <0.01% of the 13F portfolio, value $6,894.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    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 651 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $3,822.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    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 642 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,474.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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