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Disclosery

Connectus Wealth, LLC: ULTA position timeline

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

Connectus Wealth, LLC held 0 ULTA shares at 2023-12-31 per its 13F-HR filed 2024-02-14.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -4,522 shares

    13F-HR 0001765380-24-000142 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 4,522 shares
    Change vs previous 13F -29,335 shares

    0.04% of the 13F portfolio, value $1,806,646.

    13F-HR 0001765380-23-000226 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 33,857 shares
    Change vs previous 13F -61,463 shares

    0.37% of the 13F portfolio, value $15,934,800.

    13F-HR 0001765380-23-000180 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 95,320 shares
    Change vs previous 13F +1,176 shares

    1.28% of the 13F portfolio, value $52,015,426.

    13F-HR 0001765380-23-000120 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 94,144 shares
    Change vs previous 13F +26,335 shares

    1.04% of the 13F portfolio, value $44,162,246.

    13F-HR 0001765380-23-000028 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 67,809 shares
    Change vs previous 13F +17,923 shares

    0.57% of the 13F portfolio, value $27,204,000.

    13F-HR 0001765380-22-000165 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 49,886 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $19,231,000.

    13F-HR 0001765380-22-000125 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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