Long-term investor
Ullmann Wealth Partners Group, LLC @ullmannwealthpartnersgro
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001697725).
Record
- Tracked since 2025-06-30 (450 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months 0.0% · 1 year n/a · all 0.0%
- Max drawdown n/a · win rate 57% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 18.4% · long · since 2025-06-30
- 464287150 · 9.1% · long · since 2025-06-30
- 46434V282 · 7.8% · long · since 2025-06-30
- 316188309 · 6.1% · long · since 2025-09-30
- 09290C103 · 4.3% · long · since 2025-06-30
- 25434V872 · 3.6% · long · since 2025-06-30
- 25434V799 · 3.6% · long · since 2025-06-30
- 46434V290 · 3.5% · long · since 2025-06-30
- 464287614 · 3.4% · long · since 2025-06-30
- 92206C102 · 2.3% · long · since 2025-06-30
- 46432F834 · 2.3% · long · since 2025-06-30
- 025072604 · 2.1% · long · since 2025-09-30