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Kestra Advisory Services, LLC → UWMC
Kestra Advisory Services, LLC UWMC Position History
UWM Holdings Corporation
Quarters held
5
Latest value
$24K
Q3 2026
Peak value
$94K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $94K |
| Q4 2025 | $55K |
| Q1 2026 | $45K |
| Q2 2026 | $30K |
| Q3 2026 | $24K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24K | 20.2K | — | — |
| Q2 2026 | $30K | 12.6K | — | — |
| Q1 2026 | $45K | 12.4K | — | — |
| Q4 2025 | $55K | 12.5K | — | — |
| Q3 2025 | $94K | 15.4K | — | — |