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Applied Finance Capital Management, LLC: LULU position timeline

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

Applied Finance Capital Management, LLC held 5,353 LULU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,353 shares
    Change vs previous 13F +722 shares

    0.05% of the 13F portfolio, value $611,206.

    13F-HR 0001398344-26-012840 filed by Applied Finance Capital Management, LLC
    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 4,631 shares
    Change vs previous 13F +75 shares

    0.05% of the 13F portfolio, value $709,006.

    13F-HR 0001398344-26-008142 filed by Applied Finance Capital 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 4,556 shares
    Change vs previous 13F +2,056 shares

    0.07% of the 13F portfolio, value $946,782.

    13F-HR 0001398344-26-002284 filed by Applied Finance Capital 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 2,500 shares
    Change vs previous 13F -1,010 shares

    0.03% of the 13F portfolio, value $444,825.

    13F-HR 0001398344-25-020421 filed by Applied Finance Capital 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 3,510 shares
    Change vs previous 13F +680 shares

    0.06% of the 13F portfolio, value $833,906.

    13F-HR 0001398344-25-013981 filed by Applied Finance Capital 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 2,830 shares
    Change vs previous 13F -189 shares

    0.06% of the 13F portfolio, value $801,060.

    13F-HR 0001398344-25-008845 filed by Applied Finance Capital 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 3,019 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,154,496.

    13F-HR 0001398344-25-002620 filed by Applied Finance Capital 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/A 3,019 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $819,206.

    13F-HR/A 0001398344-24-020254 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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