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Ullmann Wealth Partners Group, LLC: MSFT position timeline

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

Ullmann Wealth Partners Group, LLC held 13,662 MSFT 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 13,662 shares
    Change vs previous 13F -767 shares

    0.46% of the 13F portfolio, value $5,096,269.

    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 14,429 shares
    Change vs previous 13F +564 shares

    0.55% of the 13F portfolio, value $5,341,190.

    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 13,865 shares
    Change vs previous 13F -32 shares

    0.75% of the 13F portfolio, value $7,179,241.

    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 13,897 shares
    Change vs previous 13F +395 shares

    0.79% of the 13F portfolio, value $7,197,756.

    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 13,502 shares
    Change vs previous 13F +597 shares

    0.79% of the 13F portfolio, value $6,715,816.

    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 12,905 shares
    Change vs previous 13F -104 shares

    0.64% of the 13F portfolio, value $4,844,226.

    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 13,009 shares
    Change vs previous 13F +567 shares

    0.71% of the 13F portfolio, value $5,483,258.

    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 12,442 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $5,353,753.

    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).