Kestra Advisory Services, LLC: ULTA position timeline

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

Kestra Advisory Services, LLC held 9,133 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 9,133 shares
Change vs previous 13F -209 shares
0.01% of the 13F portfolio, value $4,118,800.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,047 shares
- Kestra Advisory Services, LLC: 2,086 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,342 shares
Change vs previous 13F -1,146 shares
0.01% of the 13F portfolio, value $4,883,157.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,056 shares
- Kestra Advisory Services, LLC: 2,286 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 10,488 shares
Change vs previous 13F +618 shares
0.02% of the 13F portfolio, value $6,345,043.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,459 shares
- Kestra Advisory Services, LLC: 3,029 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 9,870 shares
Change vs previous 13F -258 shares
0.02% of the 13F portfolio, value $5,396,149.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 7,657 shares
- Kestra Advisory Services, LLC: 2,213 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 10,128 shares
Change vs previous 13F -1,077 shares
0.02% of the 13F portfolio, value $4,738,081.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 8,258 shares
- Kestra Advisory Services, LLC: 1,870 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 11,205 shares
Change vs previous 13F -34 shares
0.01% of the 13F portfolio, value $4,107,081.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 8,505 shares
- Kestra Advisory Services, LLC: 2,695 shares
- Kestra Investment Management, LLC: 5 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 11,239 shares
Change vs previous 13F -1,107 shares
0.02% of the 13F portfolio, value $4,888,179.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 8,263 shares
- Kestra Advisory Services, LLC: 2,970 shares
- Kestra Investment Management, LLC: 6 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 12,346 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $4,804,075.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 9,594 shares
- Kestra Advisory Services, LLC: 2,752 shares
Acceptance time not in the bulk data set (spec §4.2).