SEC 13F Intelligence

Ground Swell Capital, LLC / ULTA

Ground Swell Capital, LLC’s Ulta Beauty Inc Position

Does Ground Swell Capital, LLC own Ulta Beauty Inc (ULTA)? Not currently — the last reported position was 1.3K shares worth $366,000 in Q4 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$366,000
Q4 2020
Shares
1.3K
% of Portfolio
+1.40%
Quarters Held
1
position exited

Position History ULTA

Reported value by quarter
Q4 ’20: $366,000Q4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20201.3K$366,000+1.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ground Swell Capital, LLC’s full portfolio or all institutional holders of ULTA.