Skip to content
Disclosery

NewEdge Advisors, LLC: LULU position timeline

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

NewEdge Advisors, LLC held 14,565 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,565 shares
    Change vs previous 13F -357 shares

    <0.01% of the 13F portfolio, value $1,663,060.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 14,922 shares
    Change vs previous 13F +4,400 shares

    0.01% of the 13F portfolio, value $2,284,525.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 10,522 shares
    Change vs previous 13F +1,164 shares

    0.01% of the 13F portfolio, value $2,186,672.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 9,358 shares
    Change vs previous 13F +1,658 shares

    0.01% of the 13F portfolio, value $1,664,990.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 7,700 shares
    Change vs previous 13F +3,852 shares

    0.01% of the 13F portfolio, value $1,829,316.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 3,848 shares
    Change vs previous 13F +186 shares

    0.01% of the 13F portfolio, value $1,089,161.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 3,662 shares
    Change vs previous 13F +141 shares

    0.01% of the 13F portfolio, value $1,400,313.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 3,521 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $955,237.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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