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Ullmann Wealth Partners Group, LLC: AVUV position timeline

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

Ullmann Wealth Partners Group, LLC held 113,317 AVUV 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 113,317 shares
    Change vs previous 13F +3,236 shares

    1.28% of the 13F portfolio, value $14,137,400.

    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 110,081 shares
    Change vs previous 13F +11,775 shares

    1.26% of the 13F portfolio, value $12,160,695.

    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 98,306 shares
    Change vs previous 13F +26,024 shares

    1% of the 13F portfolio, value $9,614,347.

    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 72,282 shares
    Change vs previous 13F +22,269 shares

    0.79% of the 13F portfolio, value $7,194,258.

    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).

  5. period ended2025-06-30
    13F 50,013 shares
    Change vs previous 13F +42,844 shares

    0.54% of the 13F portfolio, value $4,556,190.

    13F-HR 0001085146-25-003769 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).

  6. period ended2025-03-31
    13F 7,169 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $624,965.

    13F-HR 0001085146-25-002052 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).