Position in ULTA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$11,274
-$3,361 QoQ
Shares Held
25
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 98 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ULTA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026ATWOOD & PALMER INC holds $27,516 across 4 Specialty Retail names. ULTA ranks #2 (41.0% of the industry book) .
All Filings in ULTA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,274 | 25 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $14,635 | 28 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $16,940 | 28 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $15,309 | 28 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $13,098 | 28 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $10,263 | 28 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $12,178 | 28 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $10,895 | 28 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $10,804 | 28 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $13,072 | 25 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $12,249 | 25 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $9,986 | 25 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $11,765 | 25 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $13,641 | 25 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $18,762 | 40 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $16,047 | 40 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $15,419 | 40 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $23,893 | 60 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $24,740 | 60 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $21,655 | 60 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $20,746 | 60 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $18,550 | 60 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $28,716 | 100 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $22,398 | 100 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $20,342 | 100 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $17,570 | 100 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||