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Ullmann Wealth Partners Group, LLC: VMBS position timeline

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

Ullmann Wealth Partners Group, LLC held 22,446 VMBS 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 22,446 shares
    Change vs previous 13F -6,695 shares

    0.1% of the 13F portfolio, value $1,050,679.

    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 29,141 shares
    Change vs previous 13F -21,555 shares

    0.14% of the 13F portfolio, value $1,368,177.

    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 50,696 shares
    Change vs previous 13F -21,314 shares

    0.25% of the 13F portfolio, value $2,390,844.

    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 72,010 shares
    Change vs previous 13F -18,011 shares

    0.37% of the 13F portfolio, value $3,381,582.

    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 90,021 shares
    Change vs previous 13F -44,575 shares

    0.49% of the 13F portfolio, value $4,171,579.

    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 134,596 shares
    Change vs previous 13F -13,176 shares

    0.83% of the 13F portfolio, value $6,233,163.

    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 147,772 shares
    Change vs previous 13F -8,254 shares

    0.86% of the 13F portfolio, value $6,699,981.

    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 156,026 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $7,365,977.

    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).