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Point Windward Advisors Inc.: ULTA position timeline

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

Point Windward Advisors Inc. held 3,175 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,175 shares
    Change vs previous 13F -2 shares

    0.63% of the 13F portfolio, value $1,431,862.

    13F-HR 0001356202-26-000005 filed by Point Windward 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 ended2026-03-31
    13F 3,177 shares
    Change vs previous 13F +43 shares

    0.83% of the 13F portfolio, value $1,660,650.

    13F-HR 0001356202-26-000002 filed by Point Windward 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 ended2025-12-31
    13F 3,134 shares
    Change vs previous 13F -500 shares

    0.91% of the 13F portfolio, value $1,896,101.

    13F-HR 0001356202-26-000001 filed by Point Windward 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 ended2025-09-30
    13F 3,634 shares
    Change vs previous 13F -805 shares

    0.93% of the 13F portfolio, value $1,986,890.

    13F-HR 0001085146-25-005937 filed by Point Windward 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 ended2025-06-30
    13F 4,439 shares
    Change vs previous 13F -2,492 shares

    0.93% of the 13F portfolio, value $2,076,653.

    13F-HR 0001085146-25-004315 filed by Point Windward 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 ended2025-03-31
    13F 6,931 shares
    Change vs previous 13F -57 shares

    1.01% of the 13F portfolio, value $2,540,489.

    13F-HR 0001085146-25-002302 filed by Point Windward 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 ended2024-12-31
    13F 6,988 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $3,039,291.

    13F-HR 0001085146-25-000190 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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