4WEALTH Advisors, Inc.

SEC CIK: 0002056676
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

ULTA holding history

Ulta Beauty, Inc. in every 13F filed by 4WEALTH Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ULTA overview All 13F holders of ULTA Full Q2 2026 holdings

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of ULTA by 4WEALTH Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−611−100.0%	Sold out	Holders
Q2 2025	611	$285.8K	0.3%	−869−58.7%	Reduced	Holders
Q1 2025	1,480	$542.5K	0.6%	+303+25.7%	Added	Holders
Q4 2024	1,177	$511.9K	0.5%	–	No prior filing	Holders