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Ullmann Wealth Partners Group, LLC: SMLF position timeline

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

Ullmann Wealth Partners Group, LLC held 430,738 SMLF 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 430,738 shares
    Change vs previous 13F -2,091 shares

    3.49% of the 13F portfolio, value $38,395,955.

    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 432,829 shares
    Change vs previous 13F -5,223 shares

    3.39% of the 13F portfolio, value $32,674,244.

    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 438,052 shares
    Change vs previous 13F -39,494 shares

    3.38% of the 13F portfolio, value $32,499,098.

    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 477,546 shares
    Change vs previous 13F -32,518 shares

    3.88% of the 13F portfolio, value $35,505,516.

    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 510,064 shares
    Change vs previous 13F -51,444 shares

    4.1% of the 13F portfolio, value $34,658,865.

    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 561,508 shares
    Change vs previous 13F -6,566 shares

    4.64% of the 13F portfolio, value $34,903,315.

    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 568,074 shares
    Change vs previous 13F +8,479 shares

    4.95% of the 13F portfolio, value $38,344,967.

    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 559,595 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $37,129,119.

    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).