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Disclosery

SFE Investment Counsel: ULTA position timeline

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

SFE Investment Counsel held 595 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 595 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $268,333.

    13F-HR 0001317784-26-000003 filed by SFE Investment Counsel
    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 595 shares
    Change vs previous 13F -3,049 shares

    0.05% of the 13F portfolio, value $311,012.

    13F-HR 0001317784-26-000002 filed by SFE Investment Counsel
    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 3,644 shares
    Change vs previous 13F -1,821 shares

    0.34% of the 13F portfolio, value $2,204,656.

    13F-HR 0001317784-26-000001 filed by SFE Investment Counsel
    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 5,465 shares
    Change vs previous 13F -348 shares

    0.48% of the 13F portfolio, value $2,987,989.

    13F-HR 0001317784-25-000003 filed by SFE Investment Counsel
    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 5,813 shares
    Change vs previous 13F -1,146 shares

    0.48% of the 13F portfolio, value $2,719,438.

    13F-HR 0001085146-25-004662 filed by SFE Investment Counsel
    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 6,959 shares
    Change vs previous 13F -47 shares

    0.51% of the 13F portfolio, value $2,550,752.

    13F-HR 0001085146-25-002652 filed by SFE Investment Counsel
    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 7,006 shares
    Change vs previous 13F +1,883 shares

    0.65% of the 13F portfolio, value $3,047,120.

    13F-HR 0001085146-25-000626 filed by SFE Investment Counsel
    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 5,123 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,993,462.

    13F-HR 0001085146-24-005141 filed by SFE Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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