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Ullmann Wealth Partners Group, LLC: AVEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ullmann Wealth Partners Group, LLC on AVEM, newest first. How the timeline and the estimate are built.

Ullmann Wealth Partners Group, LLC held 239,755 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 239,755 shares
    Change vs previous 13F +27,652 shares

    2.1% of the 13F portfolio, value $23,133,934.

    13F-HR 0001697725-26-000004 filed by Ullmann Wealth Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 212,103 shares
    Change vs previous 13F +67,983 shares

    1.77% of the 13F portfolio, value $17,091,274.

    13F-HR 0001697725-26-000002 filed by Ullmann Wealth Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 144,120 shares
    Change vs previous 13F +125,452 shares

    1.16% of the 13F portfolio, value $11,173,645.

    13F-HR 0001697725-26-000001 filed by Ullmann Wealth Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,668 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,402,183.

    13F-HR 0001697725-25-000002 filed by Ullmann Wealth Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).