Ullmann Wealth Partners Group, LLC: PLTR position timeline

Ullmann Wealth Partners Group, LLC held 2,706 PLTR 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 2,706 shares

   Change vs previous 13F +30 shares

   0.03% of the 13F portfolio, value $315,690.

   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 2,676 shares

   Change vs previous 13F +451 shares

   0.04% of the 13F portfolio, value $391,422.

   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 2,225 shares

   Change vs previous 13F +15 shares

   0.05% of the 13F portfolio, value $446,046.

   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 2,210 shares

   Change vs previous 13F +117 shares

   0.04% of the 13F portfolio, value $403,148.

   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 2,093 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $285,318.

   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).