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Processus Wealth & Capital Management, LLC: ULTA position timeline

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

Processus Wealth & Capital Management, LLC held 4,154 ULTA shares at 2026-06-30 per its 13F-HR/A filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 4,154 shares
    Change vs previous 13F +225 shares

    1.11% of the 13F portfolio, value $1,873,371.

    13F-HR/A 0001214659-26-008578 filed by Processus Wealth & Capital Management, 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 3,929 shares
    Change vs previous 13F +23 shares

    1.39% of the 13F portfolio, value $2,053,728.

    13F-HR 0001214659-26-005982 filed by Processus Wealth & Capital 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 ended2025-12-31
    13F 3,906 shares
    Change vs previous 13F +167 shares

    1.56% of the 13F portfolio, value $2,363,169.

    13F-HR 0001214659-26-000243 filed by Processus Wealth & Capital 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 ended2025-09-30
    13F 3,739 shares
    Change vs previous 13F +52 shares

    1.47% of the 13F portfolio, value $2,044,298.

    13F-HR 0001214659-25-015846 filed by Processus Wealth & Capital 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 ended2025-06-30
    13F 3,687 shares
    Change vs previous 13F +4 shares

    1.36% of the 13F portfolio, value $1,724,852.

    13F-HR 0001214659-25-010460 filed by Processus Wealth & Capital 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 ended2025-03-31
    13F 3,683 shares
    Change vs previous 13F +55 shares

    1.15% of the 13F portfolio, value $1,349,967.

    13F-HR 0001214659-25-006705 filed by Processus Wealth & Capital 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 ended2024-12-31
    13F 3,628 shares
    Change vs previous 13F +119 shares

    1.26% of the 13F portfolio, value $1,577,926.

    13F-HR 0001214659-25-001895 filed by Processus Wealth & Capital Management, 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 3,509 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,365,422.

    13F-HR 0001214659-24-018265 filed by Processus Wealth & Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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