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Manager record

Ulrich Consultants & Investment Group, LLC

Albuquerque, NM · CIK 1878849 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$100.10MReported 13F valueQ3 2026 · as filed
47Holdings listed
1Quarters on record
Oct 13Latest filed
Reported 13F value by quarter, Q3 2026 to Q3 2026Q3 2026: $100.1M$100.1MQ3 202647 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 13 2026 13F-HR · period Q3 2026

$100.10M · 47 holdings listed · View original SEC filing ↗
Jul 29 2026 13F-NT · period Q2 2026

View original SEC filing ↗
Apr 28 2026 13F-NT · period Q1 2026

View original SEC filing ↗
Jan 30 2026 13F-NT · period Q4 2025

View original SEC filing ↗
Oct 31 2025 13F-NT · period Q3 2025

View original SEC filing ↗
Jul 30 2025 13F-NT · period Q2 2025

View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 13, 2026 · Change methodology