Ullmann Wealth Partners Group, LLC
Position in FRME — First Merchants Corp
CIK 1697725
JACKSONVILLE BEACH, FL
Position in FRME
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$244,751
+$27,786 QoQ
Shares Held
5,602
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#213
of 307 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRME Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Ullmann Wealth Partners Group, LLC holds $1,788,964 across 4 Banks - Regional names. FRME ranks #4 (13.7% of the industry book) .
All Filings in FRME
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,751 | 5,602 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $216,965 | 5,602 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $211,195 | 5,602 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $214,556 | 5,602 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $226,544 | 5,602 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $223,463 | 5,602 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $208,394 | 5,602 | Shares | Sole | 2024-10-15 | |
| 2023-12-31 | $207,722 | 5,602 | Shares | Sole | 2024-01-11 | |
| 2022-12-31 | $234,121 | 5,695 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $216,685 | 5,602 | Shares | Sole | 2022-10-12 | |
| 2022-03-31 | $233,043 | 5,602 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $234,667 | 5,602 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $234,387 | 5,602 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $233,435 | 5,602 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $260,493 | 5,602 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $209,570 | 5,602 | Shares | Sole | 2021-01-15 | |
| No filing history on record for this holder in this stock. | ||||||