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SHELTON CAPITAL MANAGEMENT: ULTA position timeline

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

SHELTON CAPITAL MANAGEMENT held 13,147 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,147 shares
    Change vs previous 13F -2,100 shares

    0.11% of the 13F portfolio, value $5,929,034.

    13F-HR 0001999371-26-017998 filed by SHELTON CAPITAL 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 15,247 shares
    Change vs previous 13F +1,600 shares

    0.17% of the 13F portfolio, value $7,969,759.

    13F-HR 0001999371-26-010847 filed by SHELTON CAPITAL 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 13,647 shares
    Change vs previous 13F -8,800 shares

    0.16% of the 13F portfolio, value $8,256,571.

    13F-HR 0001999371-26-003406 filed by SHELTON CAPITAL 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 22,447 shares
    Change vs previous 13F +7,481 shares

    0.26% of the 13F portfolio, value $12,272,897.

    13F-HR 0001999371-25-017880 filed by SHELTON CAPITAL 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 14,966 shares
    Change vs previous 13F +3,800 shares

    0.16% of the 13F portfolio, value $7,001,394.

    13F-HR 0001999371-25-011223 filed by SHELTON CAPITAL 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 11,166 shares
    Change vs previous 13F -25 shares

    0.1% of the 13F portfolio, value $4,092,786.

    13F-HR 0001999371-25-006211 filed by SHELTON CAPITAL 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 11,191 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $4,867,302.

    13F-HR 0001839882-25-008781 filed by SHELTON CAPITAL 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 11,191 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,354,642.

    13F-HR 0001999371-24-014737 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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