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Disclosery

Peterson Wealth Services: LULU position timeline

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

Peterson Wealth Services held 1,897 LULU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,897 shares
    Change vs previous 13F -11,821 shares

    0.05% of the 13F portfolio, value $216,599.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 13,718 shares
    Change vs previous 13F +1,668 shares

    0.52% of the 13F portfolio, value $2,100,226.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 12,050 shares
    Change vs previous 13F +11,968 shares

    0.64% of the 13F portfolio, value $2,504,111.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 82 shares
    Change vs previous 13F -10,148 shares

    0.56% of the 13F portfolio, value $2,016,303.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 10,230 shares
    Change vs previous 13F +582 shares

    0.67% of the 13F portfolio, value $2,430,443.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 9,648 shares
    Change vs previous 13F +1,604 shares

    0.85% of the 13F portfolio, value $2,730,963.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 8,044 shares
    Change vs previous 13F +149 shares

    0.92% of the 13F portfolio, value $3,076,106.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 7,895 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,142,308.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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