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Ullmann Wealth Partners Group, LLC: VGSH position timeline

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

Ullmann Wealth Partners Group, LLC held 440,702 VGSH 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 440,702 shares
    Change vs previous 13F +47,664 shares

    2.33% of the 13F portfolio, value $25,648,854.

    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 393,038 shares
    Change vs previous 13F +61,087 shares

    2.39% of the 13F portfolio, value $23,008,453.

    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 331,951 shares
    Change vs previous 13F +86,759 shares

    2.03% of the 13F portfolio, value $19,535,330.

    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 245,192 shares
    Change vs previous 13F +30,051 shares

    1.58% of the 13F portfolio, value $14,429,568.

    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 215,141 shares
    Change vs previous 13F +25,724 shares

    1.49% of the 13F portfolio, value $12,646,000.

    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 189,417 shares
    Change vs previous 13F -327 shares

    1.48% of the 13F portfolio, value $11,116,867.

    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 189,744 shares
    Change vs previous 13F +2,588 shares

    1.42% of the 13F portfolio, value $11,039,308.

    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 187,156 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $11,045,920.

    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).