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Disclosery

NewEdge Advisors, LLC: ULTA position timeline

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

NewEdge Advisors, LLC held 14,468 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,468 shares
    Change vs previous 13F -301 shares

    0.02% of the 13F portfolio, value $6,524,600.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 14,769 shares
    Change vs previous 13F +6,106 shares

    0.03% of the 13F portfolio, value $7,719,905.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 8,663 shares
    Change vs previous 13F +6,428 shares

    0.02% of the 13F portfolio, value $5,241,401.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 2,235 shares
    Change vs previous 13F +24 shares

    0.01% of the 13F portfolio, value $1,221,988.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 2,211 shares
    Change vs previous 13F +319 shares

    0.01% of the 13F portfolio, value $1,034,352.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 1,892 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $693,493.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 1,918 shares
    Change vs previous 13F +759 shares

    0.01% of the 13F portfolio, value $834,197.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 1,159 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $450,988.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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