Skip to content
Disclosery

TOTH FINANCIAL ADVISORY CORP: UWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOTH FINANCIAL ADVISORY CORP on UWM, newest first. How the timeline and the estimate are built.

TOTH FINANCIAL ADVISORY CORP held 97,217 UWM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 97,217 shares
    Change vs previous 13F +5,140 shares

    0.55% of the 13F portfolio, value $5,514,161.

    13F-HR 0000866780-26-000004 filed by TOTH FINANCIAL ADVISORY CORP
    Accepted , ingested

  2. period ended2026-06-30
    13F 92,077 shares
    Change vs previous 13F +3,376 shares

    0.6% of the 13F portfolio, value $6,190,366.

    13F-HR 0000866780-26-000003 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 88,701 shares
    Change vs previous 13F +5,269 shares

    0.45% of the 13F portfolio, value $4,139,681.

    13F-HR 0000866780-26-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 83,432 shares
    Change vs previous 13F +13,909 shares

    0.43% of the 13F portfolio, value $3,922,983.

    13F-HR 0000866780-26-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 69,523 shares
    Change vs previous 13F +11,394 shares

    0.35% of the 13F portfolio, value $3,223,090.

    13F-HR 0000866780-25-000005 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 58,129 shares
    Change vs previous 13F +6,304 shares

    0.26% of the 13F portfolio, value $2,189,705.

    13F-HR 0000866780-25-000003 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 51,825 shares
    Change vs previous 13F -13,150 shares

    0.21% of the 13F portfolio, value $1,733,032.

    13F-HR 0000866780-25-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 64,975 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,719,194.

    13F-HR 0000866780-25-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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