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Disclosery

NICOLA WEALTH MANAGEMENT LTD.: LULU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NICOLA WEALTH MANAGEMENT LTD. on LULU, newest first. How the timeline and the estimate are built.

NICOLA WEALTH MANAGEMENT LTD. held 0 LULU shares at 2025-06-30 per its 13F-HR filed 2025-08-11.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -35,300 shares

    13F-HR 0001734493-25-000009 filed by NICOLA WEALTH MANAGEMENT LTD.
    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.

  2. period ended2025-03-31
    13F/A 35,300 shares
    Change vs previous 13F +3,300 shares

    0.97% of the 13F portfolio, value $9,992,018.

    13F-HR/A 0001734493-25-000007 filed by NICOLA WEALTH MANAGEMENT LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 32,000 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $12,237,120.

    13F-HR 0001734493-25-000003 filed by NICOLA WEALTH MANAGEMENT LTD.
    Filed (acceptance time not in the bulk data set), ingested

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