Back to UWMC
Lebenthal Global Advisors, LLC → UWMC
Lebenthal Global Advisors, LLC UWMC Position History
UWM Holdings Corporation
Quarters held
5
Latest value
$260K
Q3 2026
Peak value
$843K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $582K |
| Q4 2025 | $843K |
| Q1 2026 | $788K |
| Q2 2026 | $499K |
| Q3 2026 | $260K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $260K | 220.2K | — | — |
| Q2 2026 | $499K | 217.8K | — | — |
| Q1 2026 | $788K | 217.7K | — | — |
| Q4 2025 | $843K | 192.5K | — | — |
| Q3 2025 | $582K | 95.5K | — | — |