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Disclosery

Eagle Ridge Investment Management: ULTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Eagle Ridge Investment Management on ULTA, newest first. How the timeline and the estimate are built.

Eagle Ridge Investment Management held 61,735 ULTA shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 61,735 shares
    Change vs previous 13F +390 shares

    2.34% of the 13F portfolio, value $26,850,404.

    13F-HR 0001062993-25-001116 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 61,345 shares
    Change vs previous 13F +608 shares

    2.09% of the 13F portfolio, value $23,870,566.

    13F-HR 0001062993-24-017890 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 60,737 shares
    Change vs previous 13F -80 shares

    2.17% of the 13F portfolio, value $23,436,586.

    13F-HR 0001062993-24-014046 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 60,817 shares
    Change vs previous 13F -491 shares

    2.93% of the 13F portfolio, value $31,799,993.

    13F-HR 0001062993-24-008539 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 61,308 shares
    Change vs previous 13F -514 shares

    2.95% of the 13F portfolio, value $30,040,307.

    13F-HR 0001062993-24-001929 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 61,822 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $24,694,798.

    13F-HR 0001062993-23-019640 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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