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Disclosery

Allen Capital Group, LLC: ULTA position timeline

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

Allen Capital Group, LLC held 7,589 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,589 shares
    Change vs previous 13F +44 shares

    0.28% of the 13F portfolio, value $3,422,487.

    13F-HR 0001601384-26-000005 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 7,545 shares
    Change vs previous 13F +378 shares

    0.36% of the 13F portfolio, value $3,943,913.

    13F-HR 0001601384-26-000004 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 7,167 shares
    Change vs previous 13F +156 shares

    0.4% of the 13F portfolio, value $4,335,951.

    13F-HR 0001601384-26-000001 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,011 shares
    Change vs previous 13F +290 shares

    0.37% of the 13F portfolio, value $3,833,124.

    13F-HR 0001601384-25-000009 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,721 shares
    Change vs previous 13F +436 shares

    0.33% of the 13F portfolio, value $3,144,170.

    13F-HR 0001601384-25-000007 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,285 shares
    Change vs previous 13F +3,420 shares

    0.26% of the 13F portfolio, value $2,303,623.

    13F-HR 0001601384-25-000002 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,865 shares
    Change vs previous 13F +566 shares

    0.15% of the 13F portfolio, value $1,246,074.

    13F-HR 0001601384-25-000001 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,299 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $894,587.

    13F-HR 0001601384-24-000005 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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