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LPL Financial LLC: LULU position timeline

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

LPL Financial LLC held 109,859 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,859 shares
    Change vs previous 13F +24,055 shares

    <0.01% of the 13F portfolio, value $12,543,701.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 85,804 shares
    Change vs previous 13F -8,791 shares

    <0.01% of the 13F portfolio, value $13,136,662.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 94,595 shares
    Change vs previous 13F -41,414 shares

    0.01% of the 13F portfolio, value $19,657,810.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 136,009 shares
    Change vs previous 13F -15,776 shares

    0.01% of the 13F portfolio, value $24,200,151.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 151,785 shares
    Change vs previous 13F +21,963 shares

    0.01% of the 13F portfolio, value $36,061,055.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 129,822 shares
    Change vs previous 13F +819 shares

    0.01% of the 13F portfolio, value $36,747,385.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 129,003 shares
    Change vs previous 13F +22,077 shares

    0.02% of the 13F portfolio, value $49,332,086.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 106,926 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $29,014,416.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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