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Ullmann Wealth Partners Group, LLC: NVDA position timeline

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

Ullmann Wealth Partners Group, LLC held 32,756 NVDA 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 32,756 shares
    Change vs previous 13F +720 shares

    0.6% of the 13F portfolio, value $6,554,155.

    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 32,036 shares
    Change vs previous 13F +3,360 shares

    0.58% of the 13F portfolio, value $5,587,026.

    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 28,676 shares
    Change vs previous 13F +40 shares

    0.6% of the 13F portfolio, value $5,806,538.

    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 28,636 shares
    Change vs previous 13F +1,544 shares

    0.58% of the 13F portfolio, value $5,342,915.

    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 27,092 shares
    Change vs previous 13F +3,852 shares

    0.51% of the 13F portfolio, value $4,280,210.

    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 23,240 shares
    Change vs previous 13F +1,976 shares

    0.33% of the 13F portfolio, value $2,518,754.

    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 21,264 shares
    Change vs previous 13F +423 shares

    0.37% of the 13F portfolio, value $2,855,546.

    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 20,841 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,530,932.

    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).