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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: ULTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALDWIN WEALTH PARTNERS LLC/MA on ULTA, newest first. How the timeline and the estimate are built.

BALDWIN WEALTH PARTNERS LLC/MA held 23,231 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 23,231 shares
    Change vs previous 13F -370 shares

    0.84% of the 13F portfolio, value $12,688,075.

    13F-HR 0001193125-26-419624 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,601 shares
    Change vs previous 13F -175 shares

    0.7% of the 13F portfolio, value $10,643,579.

    13F-HR 0001193125-26-302682 filed by BALDWIN WEALTH PARTNERS LLC/MA
    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 23,776 shares
    Change vs previous 13F -3,105 shares

    0.9% of the 13F portfolio, value $12,427,953.

    13F-HR 0001193125-26-154830 filed by BALDWIN WEALTH PARTNERS LLC/MA
    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 26,881 shares
    Change vs previous 13F -150 shares

    1.04% of the 13F portfolio, value $16,263,274.

    13F-HR 0001193125-26-005964 filed by BALDWIN WEALTH PARTNERS LLC/MA
    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 27,031 shares
    Change vs previous 13F -156 shares

    0.96% of the 13F portfolio, value $14,779,199.

    13F-HR 0001193125-25-238383 filed by BALDWIN WEALTH PARTNERS LLC/MA
    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 27,187 shares
    Change vs previous 13F +496 shares

    0.86% of the 13F portfolio, value $12,718,622.

    13F-HR 0000950123-25-006571 filed by BALDWIN WEALTH PARTNERS LLC/MA
    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 26,691 shares
    Change vs previous 13F +615 shares

    0.69% of the 13F portfolio, value $9,783,319.

    13F-HR 0000950123-25-003482 filed by BALDWIN WEALTH PARTNERS LLC/MA
    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 26,076 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $11,341,235.

    13F-HR 0000950123-25-000483 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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