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Disclosery

Stonegate Investment Group, LLC: ULTA position timeline

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

Stonegate Investment Group, LLC held 6,580 ULTA shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 6,580 shares
    Change vs previous 13F -30 shares

    0.08% of the 13F portfolio, value $3,597,685.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 6,610 shares
    Change vs previous 13F +21 shares

    0.08% of the 13F portfolio, value $3,092,290.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 6,589 shares
    Change vs previous 13F -34 shares

    0.06% of the 13F portfolio, value $2,415,132.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 6,623 shares
    Change vs previous 13F +34 shares

    0.08% of the 13F portfolio, value $2,880,541.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 6,589 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $2,563,912.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 6,589 shares
    Change vs previous 13F +200 shares

    0.07% of the 13F portfolio, value $2,542,497.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 6,389 shares
    Change vs previous 13F +1,876 shares

    0.1% of the 13F portfolio, value $3,340,680.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 4,513 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,211,325.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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