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Evergreen Private Wealth LLC: ULTA position timeline

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

Evergreen Private Wealth LLC held 10,987 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,987 shares
    Change vs previous 13F +319 shares

    1.83% of the 13F portfolio, value $4,955,080.

    13F-HR 0002010098-26-000004 filed by Evergreen Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 10,668 shares
    Change vs previous 13F -560 shares

    2.25% of the 13F portfolio, value $5,576,458.

    13F-HR 0002010098-26-000003 filed by Evergreen Private 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 ended2025-12-31
    13F 11,228 shares
    Change vs previous 13F -22 shares

    2.68% of the 13F portfolio, value $6,793,270.

    13F-HR 0002010098-26-000001 filed by Evergreen Private 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 ended2025-09-30
    13F 11,250 shares
    Change vs previous 13F -257 shares

    2.49% of the 13F portfolio, value $6,150,969.

    13F-HR 0002010098-25-000008 filed by Evergreen Private 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 ended2025-06-30
    13F 11,507 shares
    Change vs previous 13F +989 shares

    2.26% of the 13F portfolio, value $5,383,231.

    13F-HR 0002010098-25-000004 filed by Evergreen Private 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 ended2025-03-31
    13F 10,518 shares
    Change vs previous 13F +616 shares

    1.8% of the 13F portfolio, value $3,855,289.

    13F-HR 0002010098-25-000003 filed by Evergreen Private 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 ended2024-12-31
    13F 9,902 shares
    Change vs previous 13F +373 shares

    2.02% of the 13F portfolio, value $4,306,702.

    13F-HR 0002010098-25-000002 filed by Evergreen Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,529 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $3,707,947.

    13F-HR 0002010098-24-000006 filed by Evergreen Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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