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Disclosery

Gradient Investments LLC: ULTA position timeline

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

Gradient Investments LLC held 6,123 ULTA shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,123 shares
    Change vs previous 13F -1,812 shares

    0.05% of the 13F portfolio, value $3,344,456.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,935 shares
    Change vs previous 13F +93 shares

    0.05% of the 13F portfolio, value $3,578,526.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,842 shares
    Change vs previous 13F +4,037 shares

    0.06% of the 13F portfolio, value $4,099,092.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,805 shares
    Change vs previous 13F -39 shares

    0.04% of the 13F portfolio, value $2,302,063.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,844 shares
    Change vs previous 13F -298 shares

    0.04% of the 13F portfolio, value $2,101,707.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,142 shares
    Change vs previous 13F -119 shares

    0.04% of the 13F portfolio, value $1,937,710.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,261 shares
    Change vs previous 13F -331 shares

    0.03% of the 13F portfolio, value $1,561,827.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,592 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,997,199.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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