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Aaron Wealth Advisors LLC: ULTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on ULTA, newest first. How the timeline and the estimate are built.

Aaron Wealth Advisors LLC held 1,477 ULTA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,477 shares
    Change vs previous 13F +416 shares

    0.04% of the 13F portfolio, value $806,693.

    13F-HR 0001172661-26-004505 filed by Aaron Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,061 shares
    Change vs previous 13F -1,484 shares

    0.02% of the 13F portfolio, value $478,490.

    13F-HR 0001172661-26-002640 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,545 shares
    Change vs previous 13F -775 shares

    0.08% of the 13F portfolio, value $1,330,297.

    13F-HR 0001172661-26-001518 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,320 shares
    Change vs previous 13F -7 shares

    0.11% of the 13F portfolio, value $2,008,633.

    13F-HR 0001172661-26-000232 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,327 shares
    Change vs previous 13F +2,271 shares

    0.11% of the 13F portfolio, value $1,819,037.

    13F-HR 0001172661-25-004156 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,056 shares
    Change vs previous 13F +222 shares

    0.05% of the 13F portfolio, value $494,018.

    13F-HR 0001172661-25-002506 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 834 shares
    Change vs previous 13F +346 shares

    0.04% of the 13F portfolio, value $305,694.

    13F-HR 0001172661-25-001544 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 488 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $212,246.

    13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).