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Disclosery

Spire Wealth Management: ULTA position timeline

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

Spire Wealth Management held 604 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 604 shares
    Change vs previous 13F -517 shares

    0.01% of the 13F portfolio, value $272,392.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 1,121 shares
    Change vs previous 13F +184 shares

    0.02% of the 13F portfolio, value $585,958.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 937 shares
    Change vs previous 13F +384 shares

    0.02% of the 13F portfolio, value $566,912.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 553 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $302,353.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 554 shares
    Change vs previous 13F -6,940 shares

    0.01% of the 13F portfolio, value $259,172.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 7,494 shares
    Change vs previous 13F +6,486 shares

    0.09% of the 13F portfolio, value $2,746,851.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 1,008 shares
    Change vs previous 13F +344 shares

    0.01% of the 13F portfolio, value $438,409.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 664 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $258,376.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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