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KEYNOTE FINANCIAL SERVICES LLC: ULTA position timeline

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

KEYNOTE FINANCIAL SERVICES LLC held 1,959 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,959 shares
    Change vs previous 13F +39 shares

    0.41% of the 13F portfolio, value $883,470.

    13F-HR 0002026127-26-000003 filed by KEYNOTE FINANCIAL SERVICES 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 1,920 shares
    Change vs previous 13F +4 shares

    0.53% of the 13F portfolio, value $1,003,603.

    13F-HR 0002026127-26-000002 filed by KEYNOTE FINANCIAL SERVICES 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 1,916 shares
    Change vs previous 13F -4 shares

    0.65% of the 13F portfolio, value $1,159,199.

    13F-HR 0002026127-26-000001 filed by KEYNOTE FINANCIAL SERVICES 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 1,920 shares
    Change vs previous 13F -10 shares

    0.63% of the 13F portfolio, value $1,049,760.

    13F-HR 0002026127-25-000007 filed by KEYNOTE FINANCIAL SERVICES 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 1,930 shares
    Change vs previous 13F -62 shares

    0.61% of the 13F portfolio, value $902,893.

    13F-HR 0002026127-25-000003 filed by KEYNOTE FINANCIAL SERVICES 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 1,992 shares
    Change vs previous 13F +78 shares

    0.52% of the 13F portfolio, value $730,148.

    13F-HR 0002026127-25-000002 filed by KEYNOTE FINANCIAL SERVICES 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 1,914 shares
    Change vs previous 13F +518 shares

    0.64% of the 13F portfolio, value $832,456.

    13F-HR 0002026127-25-000001 filed by KEYNOTE FINANCIAL SERVICES 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 1,396 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $543,212.

    13F-HR 0002026127-24-000004 filed by KEYNOTE FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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