SEC 13F Intelligence

Lifetime Wealth Management P.C. / ULTA

Lifetime Wealth Management P.C.’s Ulta Beauty Inc Position

Does Lifetime Wealth Management P.C. own Ulta Beauty Inc (ULTA)? Yes4.7K shares worth $2M (+1.39% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
4.7K
% of Portfolio
+1.39%
Quarters Held
1
currently held

Position History ULTA

Reported value by quarter
Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.7K$2M+1.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifetime Wealth Management P.C.’s full portfolio or all institutional holders of ULTA.