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Evergreen Wealth Management, LLC: ULTA position timeline

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

Evergreen Wealth Management, LLC held 0 ULTA shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,302 shares

    13F-HR 0002085853-26-000553 filed by Evergreen Wealth Management, 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 ended2025-12-31
    13F 2,302 shares
    Change vs previous 13F +72 shares

    0.7% of the 13F portfolio, value $1,392,798.

    13F-HR 0002085853-26-000211 filed by Evergreen Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 2,230 shares
    Change vs previous 13F +16 shares

    0.64% of the 13F portfolio, value $1,219,331.

    13F-HR 0002085853-25-000212 filed by Evergreen Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,214 shares
    Change vs previous 13F +32 shares

    0.58% of the 13F portfolio, value $1,035,941.

    13F-HR 0001667731-25-001042 filed by Evergreen Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,182 shares
    Change vs previous 13F +12 shares

    0.48% of the 13F portfolio, value $799,910.

    13F-HR 0001667731-25-000590 filed by Evergreen Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,170 shares
    Change vs previous 13F +106 shares

    0.56% of the 13F portfolio, value $943,842.

    13F-HR 0001667731-25-000193 filed by Evergreen Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,064 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $803,119.

    13F-HR 0001965292-24-000004 filed by Evergreen Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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