Position in ULTA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$450
-$72 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,007
of 1,014 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ULTA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Beaird Harris Wealth Management, LLC holds $6,340 across 4 Specialty Retail names. ULTA ranks #3 (7.1% of the industry book) .
All Filings in ULTA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450 | 1 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $522 | 1 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $605 | 1 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $546 | 1 | Shares | Sole | 2025-11-13 | |
| 2022-12-31 | $3,283 | 7 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||