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Ullmann Wealth Partners Group, LLC: GOVT position timeline

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

Ullmann Wealth Partners Group, LLC held 194,716 GOVT 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 194,716 shares
    Change vs previous 13F +11,802 shares

    0.4% of the 13F portfolio, value $4,435,620.

    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 182,914 shares
    Change vs previous 13F +9,266 shares

    0.44% of the 13F portfolio, value $4,190,569.

    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 173,648 shares
    Change vs previous 13F +923 shares

    0.42% of the 13F portfolio, value $4,028,623.

    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 172,725 shares
    Change vs previous 13F +1,419 shares

    0.44% of the 13F portfolio, value $3,993,394.

    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 171,306 shares
    Change vs previous 13F -1,044 shares

    0.47% of the 13F portfolio, value $3,936,621.

    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 172,350 shares
    Change vs previous 13F -1,393 shares

    0.53% of the 13F portfolio, value $3,961,458.

    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 173,743 shares
    Change vs previous 13F -4,756 shares

    0.52% of the 13F portfolio, value $3,992,605.

    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 178,499 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,185,790.

    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).