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Freedom Financial Partners LLC: ULTA position timeline

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

Freedom Financial Partners LLC held 680 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 680 shares
    Change vs previous 13F +10 shares

    0.1% of the 13F portfolio, value $306,666.

    13F-HR 0002063364-26-000259 filed by Freedom Financial Partners 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 670 shares
    Change vs previous 13F +6 shares

    0.12% of the 13F portfolio, value $350,216.

    13F-HR 0002063364-26-000101 filed by Freedom Financial Partners 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 664 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $401,727.

    13F-HR 0002063364-26-000007 filed by Freedom Financial Partners 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 664 shares
    Change vs previous 13F +5 shares

    0.14% of the 13F portfolio, value $363,042.

    13F-HR 0002063364-25-000236 filed by Freedom Financial Partners 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 659 shares
    Change vs previous 13F +8 shares

    0.13% of the 13F portfolio, value $308,293.

    13F-HR 0002063364-25-000209 filed by Freedom Financial Partners 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 651 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $238,618.

    13F-HR 0002063364-25-000021 filed by Freedom Financial Partners 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 651 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $283,139.

    13F-HR 0001345576-25-000007 filed by Freedom Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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