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Regal Investment Advisors LLC: ULTA position timeline

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

Regal Investment Advisors LLC held 7,145 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,145 shares
    Change vs previous 13F +1,353 shares

    0.17% of the 13F portfolio, value $3,222,424.

    13F-HR 0001559789-26-000004 filed by Regal Investment 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 5,792 shares
    Change vs previous 13F -631 shares

    0.17% of the 13F portfolio, value $3,027,736.

    13F-HR 0001559789-26-000003 filed by Regal Investment 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 6,423 shares
    Change vs previous 13F -636 shares

    0.23% of the 13F portfolio, value $3,886,211.

    13F-HR 0001559789-26-000002 filed by Regal Investment 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 7,059 shares
    Change vs previous 13F -21 shares

    0.25% of the 13F portfolio, value $3,859,717.

    13F-HR 0001559789-25-000007 filed by Regal Investment 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 7,080 shares
    Change vs previous 13F -2,083 shares

    0.25% of the 13F portfolio, value $3,312,344.

    13F-HR 0001559789-25-000003 filed by Regal Investment 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 9,163 shares
    Change vs previous 13F -3,737 shares

    0.27% of the 13F portfolio, value $3,358,432.

    13F-HR 0001559789-25-000002 filed by Regal Investment 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 12,900 shares
    Change vs previous 13F -102 shares

    0.42% of the 13F portfolio, value $5,610,390.

    13F-HR 0001559789-25-000001 filed by Regal Investment 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 13,002 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,059,339.

    13F-HR 0001559789-24-000005 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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