Skip to content
Disclosery

Ullmann Wealth Partners Group, LLC: FBND position timeline

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

Ullmann Wealth Partners Group, LLC held 1,482,823 FBND 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 1,482,823 shares
    Change vs previous 13F +301,845 shares

    6.13% of the 13F portfolio, value $67,453,615.

    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 1,180,978 shares
    Change vs previous 13F +425,002 shares

    5.59% of the 13F portfolio, value $53,876,231.

    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 755,976 shares
    Change vs previous 13F +631,409 shares

    3.65% of the 13F portfolio, value $35,047,035.

    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 124,567 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $5,759,980.

    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).