$162 Million is the total value of Ullmann Wealth Partners Group, LLC's 65 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DTE | Exit | DTE ENERGY CO COM | $0 | – | -2,227 | -100.0% | -0.18% | – |
BRKA | Exit | BERKSHIRE HATHAWAY INC DEL CL A | $0 | – | -1 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-08
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 28 | Q3 2023 | 17.6% |
ISHARES TR | 28 | Q3 2023 | 12.5% |
ISHARES TR | 28 | Q3 2023 | 7.9% |
ISHARES TR | 28 | Q3 2023 | 9.1% |
ISHARES TR | 28 | Q3 2023 | 4.9% |
ISHARES TR | 28 | Q3 2023 | 3.8% |
ISHARES TR | 28 | Q3 2023 | 5.2% |
ISHARES TR | 28 | Q3 2023 | 5.4% |
PROCTER & GAMBLE CO COM | 28 | Q3 2023 | 3.3% |
ISHARES TR | 28 | Q3 2023 | 4.6% |
View Ullmann Wealth Partners Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-07-13 |
13F-HR | 2022-04-14 |
13F-HR | 2022-01-26 |
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.