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Disclosery

NEOS Investment Management LLC: LULU position timeline

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

NEOS Investment Management LLC held 16,274 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 16,274 shares
    Change vs previous 13F +1,333 shares

    0.01% of the 13F portfolio, value $1,858,166.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management 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 14,941 shares
    Change vs previous 13F -519 shares

    0.01% of the 13F portfolio, value $2,287,467.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management 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 15,460 shares
    Change vs previous 13F -30,918 shares

    0.02% of the 13F portfolio, value $3,212,743.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management 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 46,378 shares
    Change vs previous 13F +18,119 shares

    0.06% of the 13F portfolio, value $8,252,038.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management 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 28,259 shares
    Change vs previous 13F +11,404 shares

    0.08% of the 13F portfolio, value $6,713,774.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management 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 16,855 shares
    Change vs previous 13F +4,121 shares

    0.09% of the 13F portfolio, value $4,770,975.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management 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 12,734 shares
    Change vs previous 13F +2,008 shares

    0.11% of the 13F portfolio, value $4,869,610.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management 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 10,726 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,910,501.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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