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Disclosery

Sierra Legacy Group: ULTA position timeline

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

Sierra Legacy Group held 2,619 ULTA shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,619 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $1,181,117.

    13F-HR 0001172661-26-002668 filed by Sierra Legacy Group
    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 2,619 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $1,368,977.

    13F-HR 0001172661-26-001784 filed by Sierra Legacy Group
    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 2,619 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $1,584,521.

    13F-HR 0001172661-26-000226 filed by Sierra Legacy Group
    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 2,619 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $1,431,938.

    13F-HR 0001172661-25-004472 filed by Sierra Legacy Group
    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 2,619 shares
    Change vs previous 13F -220 shares

    0.95% of the 13F portfolio, value $1,225,221.

    13F-HR 0001172661-25-003014 filed by Sierra Legacy Group
    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 2,839 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,040,607.

    13F-HR 0001172661-25-001504 filed by Sierra Legacy Group
    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 2,839 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,234,766.

    13F-HR 0001172661-25-001182 filed by Sierra Legacy Group
    Filed (acceptance time not in the bulk data set), ingested

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