Ullmann Wealth Partners Group, LLCETFConcentrated long-term

CIK: 0001697725 | JACKSONVILLE BEACH, FL

Q2 2026 vs Q3 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	190	$1.1B	2026-11-02	SEC ↗
Q2 2026	13F-HR	174	$1.1B	2026-08-10	SEC ↗
Q1 2026	13F-HR	156	$963.3M	2026-04-13	SEC ↗
Q4 2025	13F-HR	148	$960.8M	2026-02-12	SEC ↗
Q3 2025	13F-HR	151	$915.2M	2025-10-17	SEC ↗
Q2 2025	13F-HR	146	$846.3M	2025-07-11	SEC ↗
Q1 2025	13F-HR	137	$752.6M	2025-04-11	SEC ↗
Q4 2024	13F-HR	137	$775.0M	2025-01-15	SEC ↗
Q3 2024	13F-HR	132	$773.2M	2024-10-15	SEC ↗
Q2 2024	13F-HR	109	$701.3M	2024-08-08	SEC ↗
Q1 2024	13F-HR	113	$672.5M	2024-05-10	SEC ↗
Q4 2023	13F-HR	104	$612.6M	2024-01-11	SEC ↗
Q3 2023	13F-HR	97	$535.3M	2023-10-13	SEC ↗
Q2 2023	13F-HR	100	$498.9M	2023-07-14	SEC ↗
Q1 2023	13F-HR	93	$440.0M	2023-04-11	SEC ↗
Q4 2022	13F-HR	85	$406.9M	2023-01-19	SEC ↗
Q3 2022	13F-HR	84	$1.6M	2022-10-12	SEC ↗
Q2 2022	13F-HR	82	$1.3M	2022-07-13	SEC ↗
Q1 2022	13F-HR	81	$963.8K	2022-04-14	SEC ↗
Q4 2021	13F-HR	89	$912.9K	2022-01-26	SEC ↗
Q3 2021	13F-HR	82	$506.0K	2021-10-19	SEC ↗
Q2 2021	13F-HR	83	$918.0K	2021-07-09	SEC ↗
Q1 2021	13F-HR	84	$698.0K	2021-04-14	SEC ↗
Q4 2020	13F-HR	71	$405.6K	2021-01-15	SEC ↗
Q3 2020	13F-HR	68	$174.5K	2020-10-19	SEC ↗
Q2 2020	13F-HR	65	$162.4K	2020-07-13	SEC ↗
Q1 2020	13F-HR	53	$133.3K	2020-04-09	SEC ↗
Q4 2019	13F-HR	62	$164.9K	2020-01-14	SEC ↗
Q3 2019	13F-HR	65	$162.4K	2019-10-08	SEC ↗
Q2 2019	13F-HR	67	$160.1K	2019-07-11	SEC ↗
Q1 2019	13F-HR	66	$155.5K	2019-04-08	SEC ↗
Q4 2018	13F-HR	58	$135.4K	2019-01-14	SEC ↗
Q3 2018	13F-HR	57	$150.3K	2018-11-06	SEC ↗
Q2 2018	13F-HR	56	$144.5K	2018-08-07	SEC ↗
Q1 2018	13F-HR	52	$141.5K	2018-05-07	SEC ↗
Q4 2017	13F-HR	53	$145.6K	2018-02-09	SEC ↗
Q3 2017	13F-HR	48	$100.0K	2017-11-14	SEC ↗
Q2 2017	13F-HR	158	$293.0K	2017-07-24	SEC ↗
Q1 2017	13F-HR	146	$138.7K	2017-05-26	SEC ↗
Q4 2016	13F-HR	47	$105.4K	2017-02-14	SEC ↗