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Ullmann Wealth Partners Group, LLC: QUAL position timeline

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

Ullmann Wealth Partners Group, LLC held 45,737 QUAL 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 45,737 shares
    Change vs previous 13F -286 shares

    0.91% of the 13F portfolio, value $10,036,162.

    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 46,023 shares
    Change vs previous 13F -6,090 shares

    0.92% of the 13F portfolio, value $8,827,596.

    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 52,113 shares
    Change vs previous 13F -571 shares

    1.06% of the 13F portfolio, value $10,229,830.

    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 52,684 shares
    Change vs previous 13F -3,335 shares

    1.12% of the 13F portfolio, value $10,247,025.

    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 56,019 shares
    Change vs previous 13F -2,611 shares

    1.21% of the 13F portfolio, value $10,241,343.

    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 58,630 shares
    Change vs previous 13F -397 shares

    1.33% of the 13F portfolio, value $10,019,196.

    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 59,027 shares
    Change vs previous 13F -2,270 shares

    1.36% of the 13F portfolio, value $10,511,525.

    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 61,297 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $10,990,537.

    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).