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CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

ULTA holding history

Ulta Beauty, Inc. in every 13F filed by CFM Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ULTA overviewAll 13F holders of ULTAFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of ULTA by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−533−100.0%Sold outHolders
Q2 2024533$205.7K<0.1%00.0%UnchangedHolders
Q1 2024533$278.7K0.1%00.0%UnchangedHolders
Q4 2023533$261.2K0.1%−1−0.2%ReducedHolders
Q3 2023534$213.3K0.1%00.0%UnchangedHolders
Q2 2023534$251.3K0.1%00.0%UnchangedHolders
Q1 2023534$291.4K0.1%−48−8.2%ReducedHolders
Q4 2022582$273.0K0.1%00.0%UnchangedHolders
Q3 2022582$233.0K0.1%00.0%UnchangedHolders
Q2 2022582$224.0K0.1%00.0%UnchangedHolders
Q1 2022582$232.0K0.1%−77−11.7%ReducedHolders
Q4 2021659$272.0K0.1%−61−8.5%ReducedHolders
Q3 2021720$259.0K0.1%00.0%UnchangedHolders
Q2 2021720$249.0K0.1%−2,328−76.4%ReducedHolders
Q1 20213,048$942.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.