SEC 13F Intelligence

Atlas Wealth Partners, LLC / ULTA

Atlas Wealth Partners, LLC’s Ulta Beauty Inc Position

Does Atlas Wealth Partners, LLC own Ulta Beauty Inc (ULTA)? Not currently — the last reported position was 425 shares worth $230,000 in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$230,000
Q1 2023
Shares
425
% of Portfolio
+1.60%
Quarters Held
2
position exited

Position History ULTA

Reported value by quarter
Q4 ’22: $276,000Q4 ’22Q1 ’23: $230,000Q1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2023425$230,000+1.60%
Q4 2022525$276,000+1.71%

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