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Anchor Investment Management, LLC: LULU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Anchor Investment Management, LLC on LULU, newest first. How the timeline and the estimate are built.

Anchor Investment Management, LLC held 814 LULU shares at 2026-06-30 per its 13F-HR filed 2026-09-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 814 shares
    Change vs previous 13F -9,662 shares

    0.01% of the 13F portfolio, value $92,943.

    13F-HR 0001634149-26-000005 filed by Anchor Investment Management, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 10,476 shares
    Change vs previous 13F +153 shares

    0.13% of the 13F portfolio, value $1,603,853.

    13F-HR 0001634149-26-000002 filed by Anchor Investment Management, LLC
    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 10,323 shares
    Change vs previous 13F +3,701 shares

    0.17% of the 13F portfolio, value $2,145,192.

    13F-HR 0001634149-26-000001 filed by Anchor Investment Management, LLC
    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 6,622 shares
    Change vs previous 13F -278 shares

    0.1% of the 13F portfolio, value $1,178,235.

    13F-HR 0001634149-25-000008 filed by Anchor Investment Management, LLC
    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 6,900 shares
    Change vs previous 13F +1,048 shares

    0.14% of the 13F portfolio, value $1,639,302.

    13F-HR 0001634149-25-000005 filed by Anchor Investment Management, LLC
    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 5,852 shares
    Change vs previous 13F +161 shares

    0.15% of the 13F portfolio, value $1,656,467.

    13F-HR 0001634149-25-000003 filed by Anchor Investment Management, LLC
    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 5,691 shares
    Change vs previous 13F +1,109 shares

    0.2% of the 13F portfolio, value $2,176,295.

    13F-HR 0001634149-25-000001 filed by Anchor Investment Management, LLC
    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 4,582 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,243,326.

    13F-HR 0001634149-24-000040 filed by Anchor Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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