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Disclosery

IEQ CAPITAL, LLC: LULU position timeline

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

IEQ CAPITAL, LLC held 9,066 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,066 shares
    Change vs previous 13F -131,997 shares

    <0.01% of the 13F portfolio, value $1,035,190.

    13F-HR 0001779789-26-000004 filed by IEQ 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 141,063 shares
    Change vs previous 13F +134,911 shares

    0.1% of the 13F portfolio, value $21,596,688.

    13F-HR 0001779789-26-000002 filed by IEQ 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 6,152 shares
    Change vs previous 13F -313 shares

    <0.01% of the 13F portfolio, value $1,278,524.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 6,465 shares
    Change vs previous 13F -14,712 shares

    <0.01% of the 13F portfolio, value $1,150,232.

    13F-HR 0001779789-25-000003 filed by IEQ 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 21,177 shares
    Change vs previous 13F -4,147 shares

    0.03% of the 13F portfolio, value $5,031,313.

    13F-HR 0001085146-25-005144 filed by IEQ 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 25,324 shares
    Change vs previous 13F +8,185 shares

    0.06% of the 13F portfolio, value $7,168,234.

    13F-HR 0001085146-25-003156 filed by IEQ 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 17,139 shares
    Change vs previous 13F +6,529 shares

    0.06% of the 13F portfolio, value $6,554,135.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 10,610 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,879,031.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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