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Heirloom Wealth Management → UWMC
Heirloom Wealth Management UWMC Position History
UWM Holdings Corporation
Quarters held
2
Latest value
$30K
Q3 2026
Peak value
$59K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $59K |
| Q3 2026 | $30K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30K | 25.8K | — | — |
| Q2 2026 | $59K | 25.8K | — | — |