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Disclosery

Allworth Financial LP: LULU position timeline

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

Allworth Financial LP held 1,657 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,657 shares
    Change vs previous 13F -1,050 shares

    <0.01% of the 13F portfolio, value $189,250.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,707 shares
    Change vs previous 13F +1,920 shares

    <0.01% of the 13F portfolio, value $414,395.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 787 shares
    Change vs previous 13F -160 shares

    <0.01% of the 13F portfolio, value $163,514.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 947 shares
    Change vs previous 13F -1,797 shares

    <0.01% of the 13F portfolio, value $168,502.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,744 shares
    Change vs previous 13F +2,083 shares

    <0.01% of the 13F portfolio, value $651,801.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 661 shares
    Change vs previous 13F -54 shares

    <0.01% of the 13F portfolio, value $178,958.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 715 shares
    Change vs previous 13F +380 shares

    <0.01% of the 13F portfolio, value $273,835.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 335 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $90,903.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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