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Zuckerman Investment Group, LLC: ULTA position timeline

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

Zuckerman Investment Group, LLC held 98,024 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 98,024 shares
    Change vs previous 13F +10,784 shares

    3.74% of the 13F portfolio, value $44,206,864.

    13F-HR 0001423296-26-000008 filed by Zuckerman 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 ended2026-03-31
    13F 87,240 shares
    Change vs previous 13F -18,616 shares

    4.28% of the 13F portfolio, value $45,601,220.

    13F-HR 0001423296-26-000005 filed by Zuckerman 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 ended2025-12-31
    13F 105,856 shares
    Change vs previous 13F +711 shares

    5.72% of the 13F portfolio, value $64,043,939.

    13F-HR 0001423296-26-000002 filed by Zuckerman 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 ended2025-09-30
    13F 105,145 shares
    Change vs previous 13F -5,704 shares

    5.32% of the 13F portfolio, value $57,488,029.

    13F-HR 0001423296-25-000015 filed by Zuckerman 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 ended2025-06-30
    13F 110,849 shares
    Change vs previous 13F +1,689 shares

    5.03% of the 13F portfolio, value $51,857,379.

    13F-HR 0001423296-25-000008 filed by Zuckerman 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 ended2025-03-31
    13F 109,160 shares
    Change vs previous 13F -1,051 shares

    4.29% of the 13F portfolio, value $40,011,506.

    13F-HR 0001423296-25-000004 filed by Zuckerman 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 ended2024-12-31
    13F 110,211 shares
    Change vs previous 13F +10,744 shares

    4.32% of the 13F portfolio, value $44,981,518.

    13F-HR 0001423296-25-000001 filed by Zuckerman 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 ended2024-09-30
    13F 99,467 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $38,704,599.

    13F-HR 0001423296-24-000014 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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