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Moran Wealth Management, LLC: ULTA position timeline

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

Moran Wealth Management, LLC held 18,323 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,323 shares
    Change vs previous 13F +4,376 shares

    0.23% of the 13F portfolio, value $8,263,307.

    13F-HR 0001965334-26-000004 filed by Moran Wealth Management, 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 13,947 shares
    Change vs previous 13F +462 shares

    0.22% of the 13F portfolio, value $7,290,237.

    13F-HR 0002085853-26-000507 filed by Moran Wealth Management, 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 13,485 shares
    Change vs previous 13F +531 shares

    0.25% of the 13F portfolio, value $8,158,560.

    13F-HR 0002085853-26-000091 filed by Moran Wealth Management, 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 12,954 shares
    Change vs previous 13F +911 shares

    0.21% of the 13F portfolio, value $7,082,600.

    13F-HR 0002085853-25-000149 filed by Moran Wealth Management, 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 12,043 shares
    Change vs previous 13F -3,335 shares

    0.17% of the 13F portfolio, value $5,633,956.

    13F-HR 0001667731-25-000988 filed by Moran Wealth Management, 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 15,378 shares
    Change vs previous 13F +339 shares

    0.19% of the 13F portfolio, value $5,636,653.

    13F-HR 0001667731-25-000498 filed by Moran Wealth Management, 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 15,039 shares
    Change vs previous 13F +633 shares

    0.21% of the 13F portfolio, value $6,540,912.

    13F-HR 0001667731-25-000219 filed by Moran Wealth Management, 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 14,406 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,605,663.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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