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RITHOLTZ WEALTH MANAGEMENT: ULTA position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 3,281 ULTA shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,281 shares
    Change vs previous 13F -88 shares

    0.02% of the 13F portfolio, value $1,479,634.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 3,369 shares
    Change vs previous 13F -242 shares

    0.03% of the 13F portfolio, value $1,760,973.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 3,611 shares
    Change vs previous 13F -31 shares

    0.04% of the 13F portfolio, value $2,184,691.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 3,642 shares
    Change vs previous 13F +358 shares

    0.04% of the 13F portfolio, value $1,991,264.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 3,284 shares
    Change vs previous 13F +1,563 shares

    0.03% of the 13F portfolio, value $1,536,321.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 1,721 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $630,815.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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