Position in ULTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$370,254
-$476,013 QoQ
Shares Held
821
-49.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#650
of 1,014 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ULTA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026EARNED WEALTH ADVISORS, LLC holds $370,254 across 1 Specialty Retail name. ULTA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
This page
|
821 | $370,254 |
All Filings in ULTA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,254 | 821 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $846,267 | 1,619 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $424,278 | 776 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $337,766 | 722 | Shares | Sole | 2025-08-04 | |
| 2024-09-30 | $3,112 | 8 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||