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Beacon Pointe Advisors, LLC: LULU position timeline

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

Beacon Pointe Advisors, LLC held 64,135 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,135 shares
    Change vs previous 13F +18,957 shares

    0.03% of the 13F portfolio, value $7,322,935.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 45,178 shares
    Change vs previous 13F +35,290 shares

    0.04% of the 13F portfolio, value $6,916,752.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 9,888 shares
    Change vs previous 13F -35,511 shares

    0.01% of the 13F portfolio, value $2,054,855.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 45,399 shares
    Change vs previous 13F +43,850 shares

    0.07% of the 13F portfolio, value $8,077,779.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 1,549 shares
    Change vs previous 13F -1,513 shares

    <0.01% of the 13F portfolio, value $368,011.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 3,062 shares
    Change vs previous 13F -46 shares

    0.01% of the 13F portfolio, value $866,730.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 3,108 shares
    Change vs previous 13F -303 shares

    0.01% of the 13F portfolio, value $1,188,718.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 3,411 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $925,708.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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