HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in ULTA — Ulta Beauty, Inc.
CIK 1484205
LONG BEACH, CA
Position in ULTA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$450
+$409 QoQ
Shares Held
1
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#997
of 1,014 holders
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ULTA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $1,095 across 3 Specialty Retail names. ULTA ranks #2 (41.1% of the industry book) .
All Filings in ULTA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450 | 1 | Shares | Sole | 2026-07-21 | |
| 2025-03-31 | $41 | 0 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||