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Capital Advisors, Ltd. LLC

SEC CIK
0001597878
Latest filing
Jul 16, 2026

UWMC holding history

UWM Holdings Corp in every 13F filed by Capital Advisors, Ltd. LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UWMC overviewAll 13F holders of UWMCFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of UWMC by Capital Advisors, Ltd. LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,668−100.0%Sold outHolders
Q1 20261,668$6.00K<0.1%+1,668NewHolders
Q4 20230$00.0%−18−100.0%Sold outHolders
Q3 202318$00.0%−52−74.3%ReducedHolders
Q2 202370$00.0%00.0%UnchangedHolders
Q1 202370$00.0%+70NewHolders
Q3 20220$00.0%−954−100.0%Sold outHolders
Q2 2022954$3.00K<0.1%+647+210.7%AddedHolders
Q1 2022307$1.00K<0.1%+298+3,311.1%AddedHolders
Q4 20219$00.0%+9NewHolders