13F Filings History of Ulrich Consultants & Investment Group, LLC

Latest 13F report
Q2 2023 - 07 Aug 2023
Signature - Title
Rebecca A. Crowder - CCO
Location
Albuquerque, NM
Summary
This page shows a list of all the recent 13F filings made by Ulrich Consultants & Investment Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ulrich Consultants & Investment Group, LLC reported 24 stock holdings with total value $41,387,102 as of Q2 2023. Top holdings included VONG, VOO, SPY, DSI, and EFA.

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Holdings Value

List of Other Managers Reporting for Ulrich Consultants & Investment Group, LLC:

Name Holdings Value Location File Number
NATIXIS ADVISORS, LLC $70,397,667,000 Boston, MA 028-05788
Callan Family Office, LLC $4,654,991,950 Radnor, PA 028-23141
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 $0 13F-NT 30 Jan 2026, 09:33
Q3 2025 $0 13F-NT 31 Oct 2025, 15:20
Q2 2025 $0 13F-NT 30 Jul 2025, 12:45
Q1 2025 $0 13F-NT 07 Apr 2025, 09:56
Q4 2024 $0 13F-NT 27 Jan 2025, 11:30
Q3 2024 $0 13F-NT 02 Oct 2024, 10:21
Q2 2024 $0 13F-NT 06 Aug 2024, 09:27
Q1 2024 $0 13F-NT 25 Apr 2024, 09:31
Q4 2023 0 $0 13F-NT 01 Feb 2024, 11:07
Q3 2023 0 $0 13F-NT 27 Oct 2023, 09:54
Q2 2023 24 $41,387,102 +$2,053,966 -$11,507,106 -$9,453,140 VONG, VOO, SPY, DSI, EFA 13F-HR 04 Aug 2023, 17:53
Q1 2023 24 $47,868,504 +$302,152 -$218,272 +$83,880 GBDC, VONG, VOO, SPY, DSI 13F-HR 26 Apr 2023, 19:38
Q4 2022 23 $44,668,506 +$12,290,137 -$100,090,479 -$87,800,342 GBDC, VONG, VOO, SPY, EFA 13F-HR 02 Feb 2023, 21:27
Q3 2022 51 $129,672,000 +$2,084,531 -$49,472,138 -$47,387,607 PAXS, GBDC, FSK, COM, IEP 13F-HR 07 Nov 2022, 20:50
Q2 2022 71 $182,619,000 $0 $0 $0 SCHO, PAXS, GBDC, FSK, COM 13F-HR 10 Aug 2022, 18:13
Q1 2022 0 $0 13F-NT 20 Apr 2022, 15:07
Q4 2021 0 $0 13F-NT 20 Jan 2022, 17:14
Q3 2021 0 $0 13F-NT 02 Nov 2021, 11:38
Q2 2021 0 $0 13F-NT 19 Aug 2021, 17:22
Q1 2021 0 $0 13F-NT 25 Aug 2021, 15:23
Q4 2020 0 $0 13F-NT 25 Aug 2021, 15:43
Q3 2020 0 $0 13F-NT 25 Aug 2021, 15:48
Q2 2020 0 $0 13F-NT 25 Aug 2021, 15:52
Q1 2020 0 $0 13F-NT 25 Aug 2021, 15:55
Q4 2019 0 $0 13F-NT 25 Aug 2021, 21:45
Q3 2019 0 $0 13F-NT 25 Aug 2021, 21:48
Q2 2019 0 $0 13F-NT 25 Aug 2021, 21:51
Q1 2019 0 $0 13F-NT 25 Aug 2021, 21:54
Q4 2018 0 $0 13F-NT 25 Aug 2021, 21:57
Q3 2018 0 $0 13F-NT 27 Aug 2021, 13:33
Q2 2018 0 $0 13F-NT 27 Aug 2021, 13:44
Q1 2018 0 $0 13F-NT 27 Aug 2021, 13:47
Q4 2017 0 $0 13F-NT 27 Aug 2021, 13:50
Q3 2017 0 $0 13F-NT 27 Aug 2021, 13:54
Q2 2017 0 $0 13F-NT 27 Aug 2021, 13:58
Q1 2017 0 $0 13F-NT 27 Aug 2021, 14:01
Q4 2016 0 $0 13F-NT 27 Aug 2021, 14:39
Q3 2016 0 $0 13F-NT 27 Aug 2021, 14:42
Q2 2016 0 $0 13F-NT 27 Aug 2021, 14:45
Q1 2016 0 $0 13F-NT 27 Aug 2021, 14:47
Q4 2015 0 $0 13F-NT 27 Aug 2021, 14:56
Q3 2015 0 $0 13F-NT 27 Aug 2021, 15:00
Q2 2015 0 $0 13F-NT 27 Aug 2021, 15:04
Q1 2015 0 $0 13F-NT 27 Aug 2021, 15:07
Q4 2014 0 $0 13F-NT 27 Aug 2021, 15:10
Q3 2014 0 $0 13F-NT 27 Aug 2021, 15:12
Q2 2014 0 $0 13F-NT 27 Aug 2021, 15:14
Q1 2014 0 $0 13F-NT 27 Aug 2021, 15:17
Q4 2013 0 $0 13F-NT 27 Aug 2021, 15:20
Q3 2013 0 $0 13F-NT 27 Aug 2021, 15:23
Q2 2013 0 $0 13F-NT 27 Aug 2021, 15:45
Q1 2013 0 $0 13F-NT 27 Aug 2021, 17:51
Q4 2012 0 $0 13F-NT 27 Aug 2021, 17:56
Q3 2012 0 $0 13F-NT 27 Aug 2021, 17:58
Q2 2012 0 $0 13F-NT 27 Aug 2021, 18:01
Q1 2012 0 $0 13F-NT 27 Aug 2021, 18:03