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Disclosery

Atria Investments, Inc: ULTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on ULTA, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 7,625 ULTA shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,625 shares
    Change vs previous 13F +993 shares

    0.04% of the 13F portfolio, value $4,164,623.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,632 shares
    Change vs previous 13F -2,066 shares

    0.03% of the 13F portfolio, value $2,990,962.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    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 8,698 shares
    Change vs previous 13F +1,702 shares

    0.05% of the 13F portfolio, value $4,546,458.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    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 6,996 shares
    Change vs previous 13F +2,093 shares

    0.05% of the 13F portfolio, value $4,232,565.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    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 4,903 shares
    Change vs previous 13F +852 shares

    0.03% of the 13F portfolio, value $2,680,639.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    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 4,051 shares
    Change vs previous 13F +518 shares

    0.02% of the 13F portfolio, value $1,895,073.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    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 3,533 shares
    Change vs previous 13F +469 shares

    0.02% of the 13F portfolio, value $1,294,986.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    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 3,064 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,332,626.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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