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JONES FINANCIAL COMPANIES LLLP: ULTA position timeline

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

JONES FINANCIAL COMPANIES LLLP held 81,820 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 81,820 shares
    Change vs previous 13F -7,909 shares

    0.02% of the 13F portfolio, value $39,776,107.

    13F-HR 0001193125-26-351494 filed by JONES FINANCIAL COMPANIES LLLP
    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 89,729 shares
    Change vs previous 13F +34,409 shares

    0.02% of the 13F portfolio, value $45,837,219.

    13F-HR 0001193125-26-225579 filed by JONES FINANCIAL COMPANIES LLLP
    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 55,320 shares
    Change vs previous 13F +5,999 shares

    0.02% of the 13F portfolio, value $33,469,383.

    13F-HR 0001193125-26-053658 filed by JONES FINANCIAL COMPANIES LLLP
    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 49,321 shares
    Change vs previous 13F +5,910 shares

    0.02% of the 13F portfolio, value $27,215,203.

    13F-HR 0001193125-25-264057 filed by JONES FINANCIAL COMPANIES LLLP
    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 43,411 shares
    Change vs previous 13F +6,091 shares

    0.02% of the 13F portfolio, value $19,911,697.

    13F-HR 0000950123-25-007781 filed by JONES FINANCIAL COMPANIES LLLP
    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/A 37,320 shares
    Change vs previous 13F +8,820 shares

    0.01% of the 13F portfolio, value $13,427,784.

    13F-HR/A 0000950123-25-005907 filed by JONES FINANCIAL COMPANIES LLLP
    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 28,500 shares
    Change vs previous 13F +7,851 shares

    0.01% of the 13F portfolio, value $12,395,633.

    13F-HR 0000950123-25-000990 filed by JONES FINANCIAL COMPANIES LLLP
    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 20,649 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,322,108.

    13F-HR 0000950123-24-010967 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

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