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Disclosery

Sigma Planning Corp: ULTA position timeline

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

Sigma Planning Corp held 833 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 833 shares
    Change vs previous 13F +71 shares

    0.01% of the 13F portfolio, value $375,527.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 762 shares
    Change vs previous 13F +15 shares

    0.01% of the 13F portfolio, value $398,143.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 747 shares
    Change vs previous 13F +39 shares

    0.01% of the 13F portfolio, value $451,755.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 708 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $386,930.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 705 shares
    Change vs previous 13F -123 shares

    0.01% of the 13F portfolio, value $329,668.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 828 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $303,677.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 826 shares
    Change vs previous 13F -333 shares

    0.01% of the 13F portfolio, value $359,386.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 $450,829.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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