Skip to content
Disclosery

Ullmann Wealth Partners Group, LLC: ITOT position timeline

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

Ullmann Wealth Partners Group, LLC held 608,438 ITOT 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 608,438 shares
    Change vs previous 13F -11,908 shares

    9.08% of the 13F portfolio, value $99,948,066.

    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 620,346 shares
    Change vs previous 13F -13,195 shares

    9.17% of the 13F portfolio, value $88,355,821.

    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 633,541 shares
    Change vs previous 13F -439 shares

    9.82% of the 13F portfolio, value $94,372,341.

    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 633,980 shares
    Change vs previous 13F -7,449 shares

    10.09% of the 13F portfolio, value $92,339,132.

    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 641,429 shares
    Change vs previous 13F -1,736 shares

    10.23% of the 13F portfolio, value $86,618,638.

    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 643,165 shares
    Change vs previous 13F -3,284 shares

    10.43% of the 13F portfolio, value $78,472,525.

    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 646,449 shares
    Change vs previous 13F -5,977 shares

    10.73% of the 13F portfolio, value $83,146,322.

    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 652,426 shares
    Change vs previous 13F not available

    10.6% of the 13F portfolio, value $81,957,813.

    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).