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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

UWMC holding history

UWM Holdings Corp in every 13F filed by Cornerstone Planning Group 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2024
Holdings of UWMC by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−303−100.0%Sold outHolders
Q4 2025303$1.78K<0.1%+288+1,920.0%AddedHolders
Q3 202515––+15NewHolders
Q4 20240$00.0%−216−100.0%Sold outHolders
Q3 2024216$1.41K<0.1%00.0%UnchangedHolders
Q2 2024216$1.89K<0.1%00.0%UnchangedHolders
Q1 2024216$1.47K<0.1%+216NewHolders