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Disclosery

FORA Capital, LLC: LULU position timeline

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

FORA Capital, LLC held 44,825 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,825 shares
    Change vs previous 13F +10,456 shares

    0.35% of the 13F portfolio, value $5,116,997.

    13F-HR 0002073679-26-000086 filed by FORA Capital, 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 34,369 shares
    Change vs previous 13F +34,369 shares

    0.39% of the 13F portfolio, value $5,259,831.

    13F-HR 0002073679-26-000053 filed by FORA Capital, 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 0 shares
    Change vs previous 13F -39,110 shares

    13F-HR 0002073679-26-000022 filed by FORA Capital, 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.

  4. period ended2025-09-30
    13F 39,110 shares
    Change vs previous 13F +28,271 shares

    1.23% of the 13F portfolio, value $6,958,842.

    13F-HR 0001742435-25-000008 filed by FORA Capital, 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 10,839 shares
    Change vs previous 13F -11,037 shares

    0.29% of the 13F portfolio, value $2,575,130.

    13F-HR 0001742435-25-000005 filed by FORA Capital, 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 21,876 shares
    Change vs previous 13F +21,876 shares

    0.63% of the 13F portfolio, value $6,192,221.

    13F-HR 0001742435-25-000003 filed by FORA Capital, 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 0 shares
    Change vs previous 13F -37,189 shares

    13F-HR 0001742435-25-000002 filed by FORA Capital, 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.

  8. period ended2024-09-30
    13F 37,189 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $10,091,235.

    13F-HR 0001742435-24-000011 filed by FORA Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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