Ullmann Wealth Partners Group, LLC: LLY position timeline

Ullmann Wealth Partners Group, LLC held 962 LLY 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 962 shares

   Change vs previous 13F +132 shares

   0.1% of the 13F portfolio, value $1,154,172.

   13F-HR 0001697725-26-000004 filed by Ullmann Wealth Partners Group, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 830 shares

   Change vs previous 13F +170 shares

   0.08% of the 13F portfolio, value $763,643.

   13F-HR 0001697725-26-000002 filed by Ullmann Wealth Partners Group, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 660 shares

   Change vs previous 13F +22 shares

   0.06% of the 13F portfolio, value $569,488.

   13F-HR 0001697725-26-000001 filed by Ullmann Wealth Partners Group, LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 638 shares

   Change vs previous 13F +97 shares

   0.05% of the 13F portfolio, value $486,794.

   13F-HR 0001697725-25-000002 filed by Ullmann Wealth Partners Group, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 541 shares

   Change vs previous 13F -53 shares

   0.05% of the 13F portfolio, value $421,726.

   13F-HR 0001085146-25-003769 filed by Ullmann Wealth Partners Group, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 594 shares

   Change vs previous 13F +109 shares

   0.07% of the 13F portfolio, value $490,591.

   13F-HR 0001085146-25-002052 filed by Ullmann Wealth Partners Group, LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 485 shares

   Change vs previous 13F -18 shares

   0.05% of the 13F portfolio, value $374,420.

   13F-HR 0001085146-25-000209 filed by Ullmann Wealth Partners Group, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 503 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $445,628.

   13F-HR 0001085146-24-004912 filed by Ullmann Wealth Partners Group, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).