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Disclosery

Ethic Inc.: LULU position timeline

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

Ethic Inc. held 2,296 LULU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,296 shares
    Change vs previous 13F -429 shares

    <0.01% of the 13F portfolio, value $262,188.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 2,725 shares
    Change vs previous 13F -275 shares

    0.01% of the 13F portfolio, value $417,239.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 3,000 shares
    Change vs previous 13F +1,635 shares

    0.01% of the 13F portfolio, value $623,457.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 1,365 shares
    Change vs previous 13F -4,736 shares

    <0.01% of the 13F portfolio, value $242,898.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 6,101 shares
    Change vs previous 13F -3,224 shares

    0.03% of the 13F portfolio, value $1,433,888.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 9,325 shares
    Change vs previous 13F +1,442 shares

    0.05% of the 13F portfolio, value $2,607,586.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 7,883 shares
    Change vs previous 13F -693 shares

    0.06% of the 13F portfolio, value $3,014,588.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    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 8,576 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,350,214.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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