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SHEETS SMITH WEALTH MANAGEMENT: ULTA position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 12,694 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,694 shares
    Change vs previous 13F -1,161 shares

    0.57% of the 13F portfolio, value $5,724,740.

    13F-HR 0001398344-26-012106 filed by SHEETS SMITH 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 13,855 shares
    Change vs previous 13F -4,104 shares

    0.82% of the 13F portfolio, value $7,242,147.

    13F-HR 0001398344-26-006590 filed by SHEETS SMITH 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 17,959 shares
    Change vs previous 13F -443 shares

    1.19% of the 13F portfolio, value $10,865,375.

    13F-HR 0001398344-26-000857 filed by SHEETS SMITH 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 18,402 shares
    Change vs previous 13F -685 shares

    1.14% of the 13F portfolio, value $10,061,294.

    13F-HR 0001398344-25-019206 filed by SHEETS SMITH 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 19,087 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $8,929,280.

    13F-HR 0001398344-25-013145 filed by SHEETS SMITH 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 19,087 shares
    Change vs previous 13F -200 shares

    0.87% of the 13F portfolio, value $6,996,149.

    13F-HR 0001398344-25-007527 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 19,287 shares
    Change vs previous 13F -758 shares

    1.02% of the 13F portfolio, value $8,388,495.

    13F-HR 0001398344-25-000761 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 20,045 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $7,799,910.

    13F-HR 0001398344-24-019807 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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