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Lindenwold Advisors, INC: ULTA position timeline

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

Lindenwold Advisors, INC held 4,774 ULTA shares at 2025-09-30 per its 13F-HR filed 2025-12-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,774 shares
    Change vs previous 13F +45 shares

    1.23% of the 13F portfolio, value $2,610,185.

    13F-HR 0001874374-25-000002 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 4,729 shares
    Change vs previous 13F +115 shares

    1.15% of the 13F portfolio, value $2,212,321.

    13F-HR 0001085146-25-004151 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,614 shares
    Change vs previous 13F +1,233 shares

    0.94% of the 13F portfolio, value $1,691,216.

    13F-HR 0001085146-25-002830 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 3,381 shares
    Change vs previous 13F -1,445 shares

    0.79% of the 13F portfolio, value $1,470,498.

    13F-HR 0001085146-25-000958 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 4,826 shares
    Change vs previous 13F +82 shares

    0.95% of the 13F portfolio, value $1,877,893.

    13F-HR 0001085146-24-005435 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 4,744 shares
    Change vs previous 13F +38 shares

    0.98% of the 13F portfolio, value $1,830,567.

    13F-HR 0001085146-24-003770 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 4,706 shares
    Change vs previous 13F -4 shares

    1.32% of the 13F portfolio, value $2,460,673.

    13F-HR 0001085146-24-002368 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 4,710 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $2,307,853.

    13F-HR 0001085146-24-000901 filed by Lindenwold Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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