Ullmann Wealth Partners Group, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1697725
JACKSONVILLE BEACH, FL
Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$283,620
+$19,952 QoQ
Shares Held
3,432
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,244
of 2,858 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ullmann Wealth Partners Group, LLC holds $8,952,711 across 4 Banks - Diversified names. WFC ranks #3 (3.2% of the industry book) .
All Filings in WFC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,620 | 3,432 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $263,668 | 3,312 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $395,074 | 4,239 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $397,222 | 4,739 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $419,748 | 5,239 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $351,914 | 4,902 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $380,279 | 5,414 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $418,816 | 7,414 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $450,294 | 7,582 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $439,858 | 7,589 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $356,008 | 7,233 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $254,802 | 6,236 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $264,957 | 6,208 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $235,606 | 6,303 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $251,084 | 6,081 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $244,577 | 6,081 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $238,192 | 6,081 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $337,233 | 6,959 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $332,117 | 6,922 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $321,250 | 6,922 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $268,750 | 5,934 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $231,841 | 5,934 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||