Farther Finance Advisors, LLC

Position in ULTA — Ulta Beauty, Inc.

CIK 1992825 SAN FRANCISCO, CA

Position in ULTA

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$488,862

-$157,207 QoQ

Shares Held

1,084

-12.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#610

of 1,019 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $7,875,207 across 31 Specialty Retail names. ULTA ranks #6 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSM	Williams Sonoma Inc	8,903	$2,075,289
2	CASY	Caseys General Stores Inc	2,418	$1,921,802
3	BBY	Best Buy Co Inc	11,286	$856,381
4	TSCO	Tractor Supply Co /De/	26,512	$838,044
5	DKS	Dick's Sporting Goods, Inc.	2,436	$552,509
6	ULTA	Ulta Beauty, Inc. This page	1,084	$488,862
7	MUSA	Murphy USA Inc.	551	$296,917
8	BBWI	Bath & Body Works, Inc.	10,530	$243,558

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$488,862	1,084	-12.3%	Shares	Sole	2026-07-17
2026-03-31	$646,069	1,236	+39.7%	Shares	Sole	2026-04-07
2025-12-31	$535,433	885	0.0%	Shares	Sole	2026-01-23
2025-09-30	$483,873	885	+2.9%	Shares	Sole	2025-10-14
2025-06-30	$402,325	860	+16.7%	Shares	Sole	2025-07-11
2025-03-31	$270,139	737	+128.9%	Shares	Sole	2025-04-14
2024-12-31	$140,047	322	-48.6%	Shares	Sole	2025-02-10
2024-09-30	$243,978	627	+4.7%	Shares	Sole	2024-10-29
2024-06-30	$231,136	599	+580.7%	Shares	Sole	2024-07-31
2024-03-31	$46,013	88	0.0%	Shares	Sole	2024-05-14
2023-12-31	$43,119	88	+46.7%	Shares	Sole	2024-02-15
2023-09-30	$23,967	60	+22.4%	Shares	Sole	2023-11-14
2023-06-30	$23,059	49	-12.5%	Shares	Sole	2024-05-14
2023-03-31	$30,557	56	+1.8%	Shares	Sole	2024-05-14
2022-12-31	$25,798	55	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.