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Ullmann Wealth Partners Group, LLC: DFCF position timeline

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

Ullmann Wealth Partners Group, LLC held 950,483 DFCF 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 950,483 shares
    Change vs previous 13F +36,120 shares

    3.65% of the 13F portfolio, value $40,119,879.

    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 914,363 shares
    Change vs previous 13F +38,341 shares

    4.01% of the 13F portfolio, value $38,604,399.

    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 876,022 shares
    Change vs previous 13F +3,644 shares

    3.9% of the 13F portfolio, value $37,520,009.

    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 872,378 shares
    Change vs previous 13F +15,972 shares

    4.08% of the 13F portfolio, value $37,302,888.

    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 856,406 shares
    Change vs previous 13F -30,662 shares

    4.28% of the 13F portfolio, value $36,191,709.

    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 887,068 shares
    Change vs previous 13F +768 shares

    4.96% of the 13F portfolio, value $37,310,092.

    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 886,300 shares
    Change vs previous 13F +45,210 shares

    4.72% of the 13F portfolio, value $36,577,593.

    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 841,090 shares
    Change vs previous 13F not available

    4.7% of the 13F portfolio, value $36,326,687.

    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).