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Focus Partners Wealth: ULTA position timeline

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

Focus Partners Wealth held 14,585 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 14,585 shares
    Change vs previous 13F -28,218 shares

    0.01% of the 13F portfolio, value $6,578,202.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,718 shares
    • Focus Partners Advisor Solutions, LLC: 1,867 shares

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

  2. period ended2026-03-31
    13F 42,803 shares
    Change vs previous 13F +17,000 shares

    0.02% of the 13F portfolio, value $22,423,620.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 39,250 shares
    • Focus Partners Advisor Solutions, LLC: 3,553 shares

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

  3. period ended2025-12-31
    13F 25,803 shares
    Change vs previous 13F +5,190 shares

    0.02% of the 13F portfolio, value $15,611,615.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 22,648 shares
    • Focus Partners Advisor Solutions, LLC: 3,155 shares

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

  4. period ended2025-09-30
    13F 20,613 shares
    Change vs previous 13F +12,517 shares

    0.02% of the 13F portfolio, value $11,201,375.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 17,183 shares
    • Focus Partners Advisor Solutions, LLC: 3,430 shares

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

  5. period ended2025-06-30
    13F 8,096 shares
    Change vs previous 13F +2,869 shares

    0.01% of the 13F portfolio, value $3,786,980.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 5,075 shares
    • Focus Partners Advisor Solutions, LLC: 3,021 shares

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

  6. period ended2025-03-31
    13F/A 5,227 shares
    Change vs previous 13F +2,173 shares

    <0.01% of the 13F portfolio, value $1,915,906.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,744 shares
    • Focus Partners Advisor Solutions, LLC: 1,483 shares

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

  7. period ended2024-12-31
    13F/A 3,054 shares
    Change vs previous 13F +1,228 shares

    <0.01% of the 13F portfolio, value $1,328,133.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 1,826 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $710,533.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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