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Hedeker Wealth, LLC: ULTA position timeline

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

Hedeker Wealth, LLC held 7,548 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,548 shares
    Change vs previous 13F -345 shares

    0.65% of the 13F portfolio, value $3,403,997.

    13F-HR 0001172661-26-003060 filed by Hedeker 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 7,893 shares
    Change vs previous 13F +216 shares

    0.87% of the 13F portfolio, value $4,125,750.

    13F-HR 0001172661-26-001655 filed by Hedeker 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 7,677 shares
    Change vs previous 13F -128 shares

    0.97% of the 13F portfolio, value $4,644,662.

    13F-HR 0001172661-26-000275 filed by Hedeker 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 7,805 shares
    Change vs previous 13F +474 shares

    0.89% of the 13F portfolio, value $4,267,384.

    13F-HR 0001172661-25-004345 filed by Hedeker 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 7,331 shares
    Change vs previous 13F -29 shares

    0.8% of the 13F portfolio, value $3,429,588.

    13F-HR 0001172661-25-002984 filed by Hedeker 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 7,360 shares
    Change vs previous 13F +350 shares

    0.73% of the 13F portfolio, value $2,697,734.

    13F-HR 0001172661-25-001587 filed by Hedeker 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 7,010 shares
    Change vs previous 13F +38 shares

    0.76% of the 13F portfolio, value $3,048,859.

    13F-HR 0001172661-25-000370 filed by Hedeker 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 6,972 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,712,945.

    13F-HR 0001172661-24-004361 filed by Hedeker Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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