Skip to content
Disclosery

Beacon Pointe Advisors, LLC: ULTA position timeline

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

Beacon Pointe Advisors, LLC held 18,429 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,429 shares
    Change vs previous 13F +726 shares

    0.04% of the 13F portfolio, value $8,311,052.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 17,703 shares
    Change vs previous 13F -1,798 shares

    0.05% of the 13F portfolio, value $9,253,468.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe 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 ended2025-12-31
    13F 19,501 shares
    Change vs previous 13F -133 shares

    0.08% of the 13F portfolio, value $11,798,373.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe 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 ended2025-09-30
    13F 19,634 shares
    Change vs previous 13F +104 shares

    0.09% of the 13F portfolio, value $10,735,151.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe 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 ended2025-06-30
    13F 19,530 shares
    Change vs previous 13F +1,085 shares

    0.1% of the 13F portfolio, value $9,136,525.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe 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 ended2025-03-31
    13F 18,445 shares
    Change vs previous 13F +2,313 shares

    0.08% of the 13F portfolio, value $6,760,830.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe 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 ended2024-12-31
    13F 16,132 shares
    Change vs previous 13F +166 shares

    0.08% of the 13F portfolio, value $7,016,291.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe 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 ended2024-09-30
    13F 15,966 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,212,690.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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