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Ullmann Wealth Partners Group, LLC: IUSG position timeline

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

Ullmann Wealth Partners Group, LLC held 7,033 IUSG 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 7,033 shares
    Change vs previous 13F +2 shares

    0.12% of the 13F portfolio, value $1,322,762.

    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 7,031 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $1,090,652.

    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 7,029 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,193,748.

    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 7,029 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $1,156,564.

    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 7,028 shares
    Change vs previous 13F +2 shares

    0.12% of the 13F portfolio, value $1,056,970.

    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 7,026 shares
    Change vs previous 13F -3,918 shares

    0.12% of the 13F portfolio, value $892,919.

    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 10,944 shares
    Change vs previous 13F +40 shares

    0.2% of the 13F portfolio, value $1,525,078.

    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 10,904 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,438,296.

    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).