Ullmann Wealth Partners Group, LLC
Position in AYI — Acuity Inc. (De)
CIK 1697725
JACKSONVILLE BEACH, FL
Position in AYI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$221,099
New position
Shares Held
587
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#473
of 632 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Ullmann Wealth Partners Group, LLC holds $828,920 across 2 Electrical Equipment & Parts names. AYI ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
2,008 | $607,821 | |
| 2 | AYI |
Acuity Inc. (De)
This page
|
587 | $221,099 |
All Filings in AYI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,099 | 587 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||