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MERCER GLOBAL ADVISORS INC /ADV: ULTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on ULTA, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 13,012 ULTA shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 13,012 shares
    Change vs previous 13F -28,687 shares

    0.01% of the 13F portfolio, value $5,868,348.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 41,699 shares
    Change vs previous 13F +6,295 shares

    0.03% of the 13F portfolio, value $21,796,370.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 35,404 shares
    Change vs previous 13F +2,761 shares

    0.03% of the 13F portfolio, value $21,419,625.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 32,643 shares
    Change vs previous 13F +8,259 shares

    0.03% of the 13F portfolio, value $17,847,613.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 24,384 shares
    Change vs previous 13F +9,510 shares

    0.03% of the 13F portfolio, value $11,407,526.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 14,874 shares
    Change vs previous 13F +1,722 shares

    0.01% of the 13F portfolio, value $5,451,927.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 13,152 shares
    Change vs previous 13F -2,122 shares

    0.01% of the 13F portfolio, value $5,720,295.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 15,274 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,783,004.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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