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Ullmann Wealth Partners Group, LLC: IWF position timeline

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

Ullmann Wealth Partners Group, LLC held 304,842 IWF 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 304,842 shares
    Change vs previous 13F +229,111 shares

    3.44% of the 13F portfolio, value $37,852,222.

    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 75,731 shares
    Change vs previous 13F -269 shares

    3.35% of the 13F portfolio, value $32,291,585.

    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 76,000 shares
    Change vs previous 13F -659 shares

    3.84% of the 13F portfolio, value $36,904,115.

    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 76,659 shares
    Change vs previous 13F -15 shares

    3.92% of the 13F portfolio, value $35,907,933.

    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 76,674 shares
    Change vs previous 13F -206 shares

    3.85% of the 13F portfolio, value $32,554,378.

    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 76,880 shares
    Change vs previous 13F -196 shares

    3.69% of the 13F portfolio, value $27,760,589.

    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 77,076 shares
    Change vs previous 13F -650 shares

    3.99% of the 13F portfolio, value $30,952,305.

    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 77,726 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $29,176,966.

    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).