Alpha Wealth Funds, LLC: LULU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alpha Wealth Funds, LLC on LULU, newest first. How the timeline and the estimate are built.
Alpha Wealth Funds, LLC held 510 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 510 sharesChange vs previous 13F +510 shares
0.04% of the 13F portfolio, value $58,035.
13F-HR 0002059327-26-000003 filed by Alpha Wealth Funds, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -2,000 shares
13F-HR 0002059327-25-000008 filed by Alpha Wealth Funds, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F/A 2,000 sharesChange vs previous 13F +2,000 shares
0.44% of the 13F portfolio, value $470,230.
13F-HR/A 0002059327-25-000007 filed by Alpha Wealth Funds, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -2,000 shares
13F-HR 0002059327-25-000005 filed by Alpha Wealth Funds, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 2,000 sharesChange vs previous 13F not available
0.8% of the 13F portfolio, value $768,100.
13F-HR 0002059327-25-000001 filed by Alpha Wealth Funds, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).