Occidental Asset Management, LLC: LULU position timeline

Occidental Asset Management, LLC held 0 LULU shares at 2025-12-31 per its 13F-HR filed 2026-01-08.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -1,503 shares

   13F-HR 0001214659-26-000248 filed by Occidental Asset Management, LLC
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 1,503 shares

   Change vs previous 13F +353 shares

   0.03% of the 13F portfolio, value $267,429.

   13F-HR 0001214659-25-015461 filed by Occidental Asset Management, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 1,150 shares

   Change vs previous 13F +126 shares

   0.04% of the 13F portfolio, value $273,217.

   13F-HR 0001214659-25-010386 filed by Occidental Asset Management, LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 1,024 shares

   Change vs previous 13F +401 shares

   0.04% of the 13F portfolio, value $289,853.

   13F-HR 0001214659-25-007758 filed by Occidental Asset Management, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 623 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $238,241.

   13F-HR 0001214659-25-000577 filed by Occidental Asset Management, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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