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Ullmann Wealth Partners Group, LLC: IVV position timeline

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

Ullmann Wealth Partners Group, LLC held 269,865 IVV 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 269,865 shares
    Change vs previous 13F -3,392 shares

    18.37% of the 13F portfolio, value $202,099,012.

    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 273,257 shares
    Change vs previous 13F -3,732 shares

    18.53% of the 13F portfolio, value $178,494,432.

    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 276,989 shares
    Change vs previous 13F +3,328 shares

    19.75% of the 13F portfolio, value $189,801,467.

    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 273,661 shares
    Change vs previous 13F +13,231 shares

    20.01% of the 13F portfolio, value $183,161,355.

    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 260,430 shares
    Change vs previous 13F +18,442 shares

    19.11% of the 13F portfolio, value $161,701,182.

    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 241,988 shares
    Change vs previous 13F -1,787 shares

    18.07% of the 13F portfolio, value $135,972,956.

    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 243,775 shares
    Change vs previous 13F -2,890 shares

    18.52% of the 13F portfolio, value $143,505,346.

    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 246,665 shares
    Change vs previous 13F not available

    18.4% of the 13F portfolio, value $142,281,433.

    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).