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Disclosery

Barnes Dennig Private Wealth Management LLC: LULU position timeline

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

Barnes Dennig Private Wealth Management LLC held 3,668 LULU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,668 shares
    Change vs previous 13F -219 shares

    0.33% of the 13F portfolio, value $418,812.

    13F-HR 0002058270-26-000003 filed by Barnes Dennig Private Wealth 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 3,887 shares
    Change vs previous 13F -341 shares

    0.59% of the 13F portfolio, value $595,100.

    13F-HR 0002058270-26-000002 filed by Barnes Dennig Private Wealth 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 4,228 shares
    Change vs previous 13F -489 shares

    0.88% of the 13F portfolio, value $878,621.

    13F-HR 0002058270-26-000001 filed by Barnes Dennig Private Wealth 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 4,717 shares
    Change vs previous 13F +4,717 shares

    0.9% of the 13F portfolio, value $839,296.

    13F-HR 0002058270-25-000005 filed by Barnes Dennig Private Wealth 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 0 shares
    Change vs previous 13F -18 shares

    13F-HR 0002058270-25-000003 filed by Barnes Dennig Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 18 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,095.

    13F-HR 0002058270-25-000002 filed by Barnes Dennig Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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