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Ullmann Wealth Partners Group, LLC: IJJ position timeline

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

Ullmann Wealth Partners Group, LLC held 47,249 IJJ 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 47,249 shares
    Change vs previous 13F -1,023 shares

    0.63% of the 13F portfolio, value $6,980,105.

    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 48,272 shares
    Change vs previous 13F -4,000 shares

    0.66% of the 13F portfolio, value $6,396,000.

    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 52,272 shares
    Change vs previous 13F -759 shares

    0.7% of the 13F portfolio, value $6,681,908.

    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 53,031 shares
    Change vs previous 13F -3,176 shares

    0.75% of the 13F portfolio, value $6,879,240.

    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 56,207 shares
    Change vs previous 13F -2,107 shares

    0.82% of the 13F portfolio, value $6,946,088.

    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 58,314 shares
    Change vs previous 13F -4,016 shares

    0.93% of the 13F portfolio, value $6,981,956.

    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 62,330 shares
    Change vs previous 13F -1,932 shares

    1.01% of the 13F portfolio, value $7,788,802.

    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 64,262 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $7,944,038.

    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).