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B. Riley Wealth Advisors, Inc.: ULTA position timeline

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

B. Riley Wealth Advisors, Inc. held 839 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 839 shares
    Change vs previous 13F -29 shares

    0.02% of the 13F portfolio, value $458,237.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 868 shares
    Change vs previous 13F -9 shares

    0.02% of the 13F portfolio, value $398,516.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, 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 877 shares
    Change vs previous 13F -54 shares

    0.03% of the 13F portfolio, value $447,349.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, 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 931 shares
    Change vs previous 13F +94 shares

    0.03% of the 13F portfolio, value $563,261.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, 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 837 shares
    Change vs previous 13F -187 shares

    0.02% of the 13F portfolio, value $457,636.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, 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 1,024 shares
    Change vs previous 13F -1,121 shares

    0.02% of the 13F portfolio, value $479,049.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, 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 2,145 shares
    Change vs previous 13F -190 shares

    0.02% of the 13F portfolio, value $786,228.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, 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 2,335 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,015,562.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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