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Rafferty Asset Management, LLC: LULU position timeline

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

Rafferty Asset Management, LLC held 13,889 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,889 shares
    Change vs previous 13F +7,173 shares

    <0.01% of the 13F portfolio, value $1,585,846.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset 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 6,716 shares
    Change vs previous 13F -2,699 shares

    <0.01% of the 13F portfolio, value $1,028,220.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset 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 9,415 shares
    Change vs previous 13F -72,503 shares

    0.01% of the 13F portfolio, value $1,956,531.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset 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 81,918 shares
    Change vs previous 13F +20,375 shares

    0.05% of the 13F portfolio, value $14,575,670.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset 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 61,543 shares
    Change vs previous 13F +14,057 shares

    0.05% of the 13F portfolio, value $14,621,386.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset 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 47,486 shares
    Change vs previous 13F +2,500 shares

    0.06% of the 13F portfolio, value $13,441,387.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset 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 44,986 shares
    Change vs previous 13F -10,108 shares

    0.06% of the 13F portfolio, value $17,203,096.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset 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 55,094 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $14,949,757.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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