Significant Ownership of Lynne M. Carlson
- Large-stake filing summary
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- Recent SEC Schedule 13D/G filings for Lynne M. Carlson focus on large-stake beneficial ownership disclosures and amendments.
- Use this view to spot new large holders, amended positions, and activist-style ownership evidence.
- Manager location
- Del Mar, CA
Large-stake snapshot
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Manager
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Significant Ownership of Lynne M. Carlson
| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| UWMC | UWM Holdings Corporation | Class A Common Stock, par value $0.0001 per share ("Class A Common Stock") | 7.2% | $54,418,218 | 12,228,813 | The Davis Trust #3 dated 6/23/97 | 17 Mar 2025 |
Schedules 13D/G Reported by Lynne M. Carlson:
| Sym | Target | Class | Ownership | Change | Current shares | Change | Value | Reporting name | Form | Report period | Filing date |
|---|
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.