| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 31 | Q2 2024 | 17.6% |
| ISHARES TR | 31 | Q2 2024 | 12.5% |
| ISHARES TR | 31 | Q2 2024 | 7.9% |
| ISHARES TR | 31 | Q2 2024 | 9.1% |
| ISHARES TR | 31 | Q2 2024 | 4.9% |
| ISHARES TR | 31 | Q2 2024 | 3.8% |
| PROCTER & GAMBLE CO COM | 31 | Q2 2024 | 3.3% |
| ISHARES TR | 31 | Q2 2024 | 5.2% |
| ISHARES TR | 31 | Q2 2024 | 5.4% |
| ISHARES TR | 31 | Q2 2024 | 4.6% |
View Ullmann Wealth Partners Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-12 |
View Ullmann Wealth Partners Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.