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Ullmann Wealth Partners Group, LLC: LRGF position timeline

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

Ullmann Wealth Partners Group, LLC held 1,134,837 LRGF 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 1,134,837 shares
    Change vs previous 13F -28,826 shares

    7.8% of the 13F portfolio, value $85,827,752.

    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 1,163,663 shares
    Change vs previous 13F -53,027 shares

    7.97% of the 13F portfolio, value $76,801,782.

    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 1,216,690 shares
    Change vs previous 13F -190,393 shares

    8.88% of the 13F portfolio, value $85,302,123.

    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 1,407,083 shares
    Change vs previous 13F -56,297 shares

    10.62% of the 13F portfolio, value $97,201,305.

    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 1,463,380 shares
    Change vs previous 13F -58,028 shares

    11.09% of the 13F portfolio, value $93,846,547.

    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 1,521,408 shares
    Change vs previous 13F -18,476 shares

    11.7% of the 13F portfolio, value $88,059,079.

    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 1,539,884 shares
    Change vs previous 13F +14,009 shares

    11.99% of the 13F portfolio, value $92,931,992.

    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 1,525,875 shares
    Change vs previous 13F not available

    11.6% of the 13F portfolio, value $89,675,670.

    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).