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SCHWARTZ INVESTMENT COUNSEL INC: ULTA position timeline

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

SCHWARTZ INVESTMENT COUNSEL INC held 824 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 824 shares
    Change vs previous 13F -300 shares

    0.01% of the 13F portfolio, value $371,608.

    13F-HR 0001398344-26-012735 filed by SCHWARTZ INVESTMENT COUNSEL 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 1,124 shares
    Change vs previous 13F -500 shares

    0.02% of the 13F portfolio, value $587,526.

    13F-HR 0001398344-26-008174 filed by SCHWARTZ INVESTMENT COUNSEL 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 1,624 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $982,536.

    13F-HR 0001398344-26-002184 filed by SCHWARTZ INVESTMENT COUNSEL 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 1,624 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $887,922.

    13F-HR 0001398344-25-019951 filed by SCHWARTZ INVESTMENT COUNSEL 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 1,624 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $759,740.

    13F-HR 0001398344-25-014137 filed by SCHWARTZ INVESTMENT COUNSEL 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 1,624 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $595,261.

    13F-HR 0001398344-25-007625 filed by SCHWARTZ INVESTMENT COUNSEL 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 1,624 shares
    Change vs previous 13F +500 shares

    0.03% of the 13F portfolio, value $706,326.

    13F-HR 0001398344-25-001364 filed by SCHWARTZ INVESTMENT COUNSEL INC
    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 1,124 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $437,371.

    13F-HR 0001398344-24-019245 filed by SCHWARTZ INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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