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Disclosery

Dakota Wealth Management: ULTA position timeline

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

Dakota Wealth Management held 1,826 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,826 shares
    Change vs previous 13F -3,093 shares

    0.02% of the 13F portfolio, value $823,310.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 4,919 shares
    Change vs previous 13F -1,906 shares

    0.06% of the 13F portfolio, value $2,571,211.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 6,825 shares
    Change vs previous 13F +4,539 shares

    0.07% of the 13F portfolio, value $4,129,195.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 2,286 shares
    Change vs previous 13F -1,727 shares

    0.03% of the 13F portfolio, value $1,249,871.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 4,013 shares
    Change vs previous 13F +474 shares

    0.04% of the 13F portfolio, value $1,877,362.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 3,539 shares
    Change vs previous 13F +813 shares

    0.03% of the 13F portfolio, value $1,297,186.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 2,726 shares
    Change vs previous 13F -31,573 shares

    0.03% of the 13F portfolio, value $1,185,620.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 34,299 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $13,346,427.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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