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4WEALTH ADVISORS, INC.: LULU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on LULU, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 4,574 LULU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,574 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $443,083.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,574 shares
    Change vs previous 13F +122 shares

    0.4% of the 13F portfolio, value $522,762.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 4,452 shares
    Change vs previous 13F +208 shares

    0.55% of the 13F portfolio, value $649,235.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 4,244 shares
    Change vs previous 13F +95 shares

    0.76% of the 13F portfolio, value $881,946.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 4,149 shares
    Change vs previous 13F +2,566 shares

    0.68% of the 13F portfolio, value $738,232.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,583 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $376,089.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).