Ullmann Financial - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Ullmann Financial going back to Feb. 14, 2017
- Ullmann Wealth Partners Group 2024 Q3 - filed Oct. 15, 2024 - new!
- Ullmann Wealth Partners Group 2024 Q1 - filed May 10, 2024
- Ullmann Wealth Partners Group 2023 Q4 - filed Jan. 11, 2024
- Ullmann Wealth Partners Group 2023 Q3 - filed Oct. 13, 2023
- Ullmann Wealth Partners Group 2023 Q2 - filed July 14, 2023
- Ullmann Wealth Partners Group 2023 Q1 - filed April 11, 2023
- Ullmann Wealth Partners Group 2022 Q4 - filed Jan. 19, 2023
- Ullmann Wealth Partners Group 2022 Q3 - filed Oct. 12, 2022
- Ullmann Wealth Partners Group 2022 Q2 - filed July 13, 2022
- Ullmann Wealth Partners Group 2022 Q1 - filed April 14, 2022
- Ullmann Wealth Partners Group 2021 Q4 - filed Jan. 26, 2022
- Ullmann Financial Group 2021 Q3 - filed Oct. 19, 2021
- Ullmann Financial Group 2021 Q2 - filed July 9, 2021
- Ullmann Financial Group 2021 Q1 - filed April 14, 2021
- Ullmann Financial Group 2020 Q4 - filed Jan. 15, 2021
- Ullmann Financial Group 2020 Q3 - filed Oct. 19, 2020
- Ullmann Financial Group 2020 Q2 - filed July 13, 2020
- Ullmann Financial Group 2020 Q1 - filed April 9, 2020
- Ullmann Financial Group 2019 Q4 - filed Jan. 14, 2020
- Ullmann Financial Group 2019 Q3 - filed Oct. 8, 2019
- Ullmann Financial Group 2019 Q2 - filed July 11, 2019
- Ullmann Financial Group 2019 Q1 - filed April 8, 2019
- Ullmann Financial Group 2018 Q4 - filed Jan. 14, 2019
- Ullmann Financial Group 2018 Q3 - filed Nov. 6, 2018
- Ullmann Financial Group 2018 Q2 - filed Aug. 7, 2018
- Ullmann Financial Group 2018 Q1 - filed May 7, 2018
- Ullmann Financial Group 2017 Q4 - filed Feb. 9, 2018
- Ullmann Financial Group 2017 Q3 - filed Nov. 14, 2017
- Ullmann Financial 2017 Q2 - filed July 24, 2017
- Ullmann Financial 2017 Q1 - filed May 26, 2017
- Ullmann Financial 2016 Q4 - filed Feb. 14, 2017