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RAYMOND JAMES FINANCIAL INC: ULTA position timeline

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

RAYMOND JAMES FINANCIAL INC held 67,544 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 67,544 shares
    Change vs previous 13F +8,017 shares

    0.01% of the 13F portfolio, value $30,461,006.

    13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL INC
    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 59,527 shares
    Change vs previous 13F -1,733 shares

    0.01% of the 13F portfolio, value $31,115,363.

    13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL INC
    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 61,260 shares
    Change vs previous 13F -2,582 shares

    0.01% of the 13F portfolio, value $37,062,900.

    13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL INC
    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 63,842 shares
    Change vs previous 13F -551 shares

    0.01% of the 13F portfolio, value $34,905,815.

    13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL INC
    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 64,393 shares
    Change vs previous 13F -9,934 shares

    0.01% of the 13F portfolio, value $30,124,083.

    13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL INC
    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 74,327 shares
    Change vs previous 13F +9,614 shares

    0.01% of the 13F portfolio, value $27,243,816.

    13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL INC
    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/A 64,713 shares
    Change vs previous 13F +18,339 shares

    0.01% of the 13F portfolio, value $28,145,629.

    13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL INC
    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 46,374 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $18,045,051.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 3,430 shares
    • Raymond James Financial Services Advisors, Inc.: 42,944 shares

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