Skip to content
Disclosery

Ullmann Wealth Partners Group, LLC: IEFA position timeline

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

Ullmann Wealth Partners Group, LLC held 206,501 IEFA 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 206,501 shares
    Change vs previous 13F -2,610 shares

    1.81% of the 13F portfolio, value $19,943,838.

    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 209,111 shares
    Change vs previous 13F -10,808 shares

    1.97% of the 13F portfolio, value $18,930,854.

    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 219,919 shares
    Change vs previous 13F -1,917 shares

    2.02% of the 13F portfolio, value $19,372,661.

    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 221,836 shares
    Change vs previous 13F -3,942 shares

    2.12% of the 13F portfolio, value $19,368,472.

    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 225,778 shares
    Change vs previous 13F +28,874 shares

    2.23% of the 13F portfolio, value $18,847,959.

    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 196,904 shares
    Change vs previous 13F -7,459 shares

    1.98% of the 13F portfolio, value $14,895,764.

    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 204,363 shares
    Change vs previous 13F -16,277 shares

    1.85% of the 13F portfolio, value $14,362,620.

    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 220,640 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $17,220,971.

    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).