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Disclosery

Florida Trust Wealth Management Co: ULTA position timeline

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

Florida Trust Wealth Management Co held 5,071 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,071 shares
    Change vs previous 13F -468 shares

    0.06% of the 13F portfolio, value $2,286,920.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 5,539 shares
    Change vs previous 13F -343 shares

    0.08% of the 13F portfolio, value $2,895,291.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 5,882 shares
    Change vs previous 13F -106 shares

    0.1% of the 13F portfolio, value $3,558,669.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 5,988 shares
    Change vs previous 13F -52 shares

    0.09% of the 13F portfolio, value $3,273,939.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    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 6,040 shares
    Change vs previous 13F +108 shares

    0.09% of the 13F portfolio, value $2,825,633.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    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 5,932 shares
    Change vs previous 13F -190 shares

    0.07% of the 13F portfolio, value $2,174,316.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    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 6,122 shares
    Change vs previous 13F -570 shares

    0.09% of the 13F portfolio, value $2,662,641.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    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 6,692 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,603,991.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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