Skip to content
Disclosery

KLEIN PAVLIS & PEASLEY FINANCIAL, INC.: ULTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KLEIN PAVLIS & PEASLEY FINANCIAL, INC. on ULTA, newest first. How the timeline and the estimate are built.

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. held 403 ULTA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 403 shares
    Change vs previous 13F +403 shares

    0.11% of the 13F portfolio, value $220,107.

    13F-HR 0001907480-26-000004 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -401 shares

    13F-HR 0001907480-26-000003 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    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.

  3. period ended2026-03-31
    13F 401 shares
    Change vs previous 13F +2 shares

    0.12% of the 13F portfolio, value $209,607.

    13F-HR 0001907480-26-000002 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 399 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $241,399.

    13F-HR 0001907480-26-000001 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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