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Ullmann Wealth Partners Group, LLC: BINC position timeline

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

Ullmann Wealth Partners Group, LLC held 278,129 BINC 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 278,129 shares
    Change vs previous 13F -66,091 shares

    1.32% of the 13F portfolio, value $14,557,278.

    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 344,220 shares
    Change vs previous 13F +57,159 shares

    1.86% of the 13F portfolio, value $17,875,368.

    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 287,061 shares
    Change vs previous 13F +114,163 shares

    1.59% of the 13F portfolio, value $15,288,867.

    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 172,898 shares
    Change vs previous 13F +70,521 shares

    1.01% of the 13F portfolio, value $9,205,110.

    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 102,377 shares
    Change vs previous 13F +83,925 shares

    0.64% of the 13F portfolio, value $5,409,614.

    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 18,452 shares
    Change vs previous 13F +306 shares

    0.13% of the 13F portfolio, value $966,527.

    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).

  7. period ended2024-12-31
    13F 18,146 shares
    Change vs previous 13F +2,538 shares

    0.12% of the 13F portfolio, value $943,937.

    13F-HR 0001085146-25-000209 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).

  8. period ended2024-09-30
    13F 15,608 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $835,487.

    13F-HR 0001085146-24-004912 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).