Skip to content
Disclosery

Ullmann Wealth Partners Group, LLC: EMXC position timeline

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

Ullmann Wealth Partners Group, LLC held 14,329 EMXC 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 14,329 shares
    Change vs previous 13F -17,037 shares

    0.13% of the 13F portfolio, value $1,465,872.

    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 31,366 shares
    Change vs previous 13F -42,398 shares

    0.26% of the 13F portfolio, value $2,467,270.

    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 73,764 shares
    Change vs previous 13F -82,235 shares

    0.55% of the 13F portfolio, value $5,329,469.

    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 155,999 shares
    Change vs previous 13F -9,574 shares

    1.15% of the 13F portfolio, value $10,531,513.

    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 165,573 shares
    Change vs previous 13F +4,731 shares

    1.24% of the 13F portfolio, value $10,454,279.

    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 160,842 shares
    Change vs previous 13F +15,464 shares

    1.18% of the 13F portfolio, value $8,860,769.

    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 145,378 shares
    Change vs previous 13F +22,406 shares

    1.04% of the 13F portfolio, value $8,061,234.

    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 122,972 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $7,514,792.

    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).