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Ullmann Wealth Partners Group, LLC: IXUS position timeline

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

Ullmann Wealth Partners Group, LLC held 267,386 IXUS 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 267,386 shares
    Change vs previous 13F -4,219 shares

    2.32% of the 13F portfolio, value $25,519,308.

    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 271,605 shares
    Change vs previous 13F -14,499 shares

    2.44% of the 13F portfolio, value $23,531,891.

    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 286,104 shares
    Change vs previous 13F -2,042 shares

    2.5% of the 13F portfolio, value $24,018,406.

    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 288,146 shares
    Change vs previous 13F -14,206 shares

    2.6% of the 13F portfolio, value $23,795,102.

    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 302,352 shares
    Change vs previous 13F -10,857 shares

    2.76% of the 13F portfolio, value $23,374,798.

    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 313,209 shares
    Change vs previous 13F -12,787 shares

    2.91% of the 13F portfolio, value $21,865,109.

    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 325,996 shares
    Change vs previous 13F -13,179 shares

    2.78% of the 13F portfolio, value $21,561,347.

    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 339,175 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $24,634,247.

    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).