Skip to content
Disclosery

Ullmann Wealth Partners Group, LLC: MEAR position timeline

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

Ullmann Wealth Partners Group, LLC held 444,308 MEAR 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 444,308 shares
    Change vs previous 13F +8,476 shares

    2.03% of the 13F portfolio, value $22,384,223.

    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 435,832 shares
    Change vs previous 13F -9,713 shares

    2.28% of the 13F portfolio, value $21,939,775.

    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 445,545 shares
    Change vs previous 13F -6,444 shares

    2.34% of the 13F portfolio, value $22,468,838.

    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 451,989 shares
    Change vs previous 13F +19,844 shares

    2.49% of the 13F portfolio, value $22,829,941.

    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 432,145 shares
    Change vs previous 13F +66,265 shares

    2.57% of the 13F portfolio, value $21,723,906.

    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 365,880 shares
    Change vs previous 13F +18,252 shares

    2.44% of the 13F portfolio, value $18,381,801.

    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 347,628 shares
    Change vs previous 13F +9,965 shares

    2.24% of the 13F portfolio, value $17,364,035.

    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 337,663 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $16,989,502.

    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).