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Ullmann Wealth Partners Group, LLC: DFIC position timeline

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

Ullmann Wealth Partners Group, LLC held 1,051,864 DFIC 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 1,051,864 shares
    Change vs previous 13F -28,242 shares

    3.56% of the 13F portfolio, value $39,192,446.

    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 1,080,106 shares
    Change vs previous 13F -76,917 shares

    3.98% of the 13F portfolio, value $38,376,178.

    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 1,157,023 shares
    Change vs previous 13F -124,447 shares

    3.97% of the 13F portfolio, value $38,100,773.

    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 1,281,470 shares
    Change vs previous 13F +35,322 shares

    4.59% of the 13F portfolio, value $42,019,395.

    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 1,246,148 shares
    Change vs previous 13F -30,433 shares

    4.58% of the 13F portfolio, value $38,742,732.

    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 1,276,581 shares
    Change vs previous 13F +33,824 shares

    4.71% of the 13F portfolio, value $35,450,656.

    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 1,242,757 shares
    Change vs previous 13F +18,975 shares

    4.14% of the 13F portfolio, value $32,119,059.

    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 1,223,782 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $34,437,226.

    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).