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Ullmann Wealth Partners Group, LLC: IJH position timeline

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

Ullmann Wealth Partners Group, LLC held 93,837 IJH 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 93,837 shares
    Change vs previous 13F -1,855 shares

    0.66% of the 13F portfolio, value $7,235,763.

    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 95,692 shares
    Change vs previous 13F -16,416 shares

    0.67% of the 13F portfolio, value $6,462,092.

    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 112,108 shares
    Change vs previous 13F -4,068 shares

    0.76% of the 13F portfolio, value $7,279,183.

    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 116,176 shares
    Change vs previous 13F -2,707 shares

    0.83% of the 13F portfolio, value $7,581,654.

    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 118,883 shares
    Change vs previous 13F -4,634 shares

    0.87% of the 13F portfolio, value $7,373,138.

    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 123,517 shares
    Change vs previous 13F -4,693 shares

    0.96% of the 13F portfolio, value $7,207,207.

    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 128,210 shares
    Change vs previous 13F -2,266 shares

    1.03% of the 13F portfolio, value $7,988,764.

    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 130,476 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $8,131,276.

    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).