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Disclosery

RFG Advisory, LLC: LULU position timeline

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

RFG Advisory, LLC held 2,492 LULU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,492 shares
    Change vs previous 13F +61 shares

    <0.01% of the 13F portfolio, value $284,537.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 2,431 shares
    Change vs previous 13F -5,965 shares

    0.01% of the 13F portfolio, value $372,136.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 8,396 shares
    Change vs previous 13F +5,760 shares

    0.03% of the 13F portfolio, value $1,744,704.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 2,636 shares
    Change vs previous 13F -6,883 shares

    0.01% of the 13F portfolio, value $469,054.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 9,519 shares
    Change vs previous 13F +1,082 shares

    0.05% of the 13F portfolio, value $2,261,565.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 8,437 shares
    Change vs previous 13F +6,697 shares

    0.06% of the 13F portfolio, value $2,388,226.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 1,740 shares
    Change vs previous 13F -193 shares

    0.02% of the 13F portfolio, value $665,393.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 1,933 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $524,520.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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