Ullmann Wealth Partners Group, LLC

Business address
1540 The Greens Way, Jacksonville Beach, FL, 32250
Top securities (13F)
IVV, LRGF, ITOT, DFIC, DFCF, IWF, SMLF, IXUS, MEAR, DUHP, IEFA, DYNF, IWR, VGSH, SPY, AVLV, EMXC, QUAL, MUB, and BINC
State of incorporation
DE
Fiscal year end
31 December
Former names
Ullmann Financial Group, Inc. (to 19 Oct 2021)
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Ullmann Wealth Partners Group, LLC has filed 39 SEC EDGAR filings since 14 Feb 2017

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 17 Oct 2025 30 Sep 2025 028-17826
N-PX Open Document Open Filing 24 Jul 2025 30 Jun 2025 028-17826
13F-HR Open Document Open Filing 11 Jul 2025 30 Jun 2025 028-17826
13F-HR Open Document Open Filing 11 Apr 2025 31 Mar 2025 028-17826
13F-HR Open Document Open Filing 15 Jan 2025 31 Dec 2024 028-17826
13F-HR Open Document Open Filing 15 Oct 2024 30 Sep 2024 028-17826
N-PX Open Document Open Filing 30 Aug 2024 30 Jun 2024 028-17826
N-PX Open Document Open Filing 27 Aug 2024 30 Jun 2024 028-17826
13F-HR Open Document Open Filing 08 Aug 2024 30 Jun 2024 028-17826
13F-HR Open Document Open Filing 10 May 2024 31 Mar 2024 028-17826
13F-HR Open Document Open Filing 11 Jan 2024 31 Dec 2023 028-17826
13F-HR Open Document Open Filing 13 Oct 2023 30 Sep 2023 028-17826
13F-HR Open Document Open Filing 14 Jul 2023 30 Jun 2023 028-17826
13F-HR Open Document Open Filing 11 Apr 2023 31 Mar 2023 028-17826
13F-HR Open Document Open Filing 19 Jan 2023 31 Dec 2022 028-17826
13F-HR Open Document Open Filing 12 Oct 2022 30 Sep 2022 028-17826
13F-HR Open Document Open Filing 13 Jul 2022 30 Jun 2022 028-17826
13F-HR Open Document Open Filing 14 Apr 2022 31 Mar 2022 028-17826
13F-HR Open Document Open Filing 26 Jan 2022 31 Dec 2021 028-17826
13F-HR Open Document Open Filing 19 Oct 2021 30 Sep 2021 028-17826
13F-HR Open Document Open Filing 09 Jul 2021 30 Jun 2021 028-17826
13F-HR Open Document Open Filing 14 Apr 2021 31 Mar 2021 028-17826
13F-HR Open Document Open Filing 15 Jan 2021 31 Dec 2020 028-17826
13F-HR Open Document Open Filing 19 Oct 2020 30 Sep 2020 028-17826
13F-HR Open Document Open Filing 13 Jul 2020 30 Jun 2020 028-17826
13F-HR Open Document Open Filing 09 Apr 2020 31 Mar 2020 028-17826
13F-HR Open Document Open Filing 14 Jan 2020 31 Dec 2019 028-17826
13F-HR Open Document Open Filing 08 Oct 2019 30 Sep 2019 028-17826
13F-HR Open Document Open Filing 11 Jul 2019 30 Jun 2019 028-17826
13F-HR Open Document Open Filing 08 Apr 2019 31 Mar 2019 028-17826
13F-HR Open Document Open Filing 14 Jan 2019 31 Dec 2018 028-17826
13F-HR Open Document Open Filing 06 Nov 2018 30 Sep 2018 028-17826
13F-HR Open Document Open Filing 07 Aug 2018 30 Jun 2018 028-17826
13F-HR Open Document Open Filing 07 May 2018 31 Mar 2018 028-17826
13F-HR Open Document Open Filing 09 Feb 2018 31 Dec 2017 028-17826
13F-HR Open Document Open Filing 14 Nov 2017 30 Sep 2017 028-17826
13F-HR Open Document Open Filing 24 Jul 2017 30 Jun 2017 028-17826
13F-HR Open Document Open Filing 26 May 2017 31 Mar 2017 028-17826
13F-HR Open Document Open Filing 14 Feb 2017 31 Dec 2016 028-17826