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Disclosery

SYM FINANCIAL Corp: ULTA position timeline

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

SYM FINANCIAL Corp held 686 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 686 shares
    Change vs previous 13F -77 shares

    0.02% of the 13F portfolio, value $309,372.

    13F-HR 0001398344-26-013478 filed by SYM FINANCIAL 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 763 shares
    Change vs previous 13F +17 shares

    0.04% of the 13F portfolio, value $398,828.

    13F-HR 0001398344-26-008744 filed by SYM FINANCIAL 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 746 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $451,337.

    13F-HR 0001398344-26-003003 filed by SYM FINANCIAL 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 745 shares
    Change vs previous 13F -6 shares

    0.04% of the 13F portfolio, value $407,329.

    13F-HR 0001398344-25-020214 filed by SYM FINANCIAL 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 751 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $351,333.

    13F-HR 0001398344-25-014302 filed by SYM FINANCIAL Corp
    Filed (acceptance time not in the bulk data set), ingested

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