ROTHSCHILD INVESTMENT LLC: LULU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROTHSCHILD INVESTMENT LLC on LULU, newest first. How the timeline and the estimate are built.
ROTHSCHILD INVESTMENT LLC held 11,689 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 11,689 sharesChange vs previous 13F +9,445 shares
0.05% of the 13F portfolio, value $1,334,650.
13F-HR 0001104659-26-091729 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,244 sharesChange vs previous 13F +1,820 shares
0.02% of the 13F portfolio, value $343,556.
13F-HR 0001104659-26-056790 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 424 sharesChange vs previous 13F +225 shares
<0.01% of the 13F portfolio, value $88,111.
13F-HR 0001104659-26-012215 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 199 sharesChange vs previous 13F -1,088 shares
<0.01% of the 13F portfolio, value $35,408.
13F-HR 0001104659-25-108271 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,287 sharesChange vs previous 13F -837 shares
0.02% of the 13F portfolio, value $305,765.
13F-HR 0001104659-25-075985 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,124 sharesChange vs previous 13F -31 shares
0.04% of the 13F portfolio, value $601,219.
13F-HR 0001104659-25-032914 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,155 sharesChange vs previous 13F +1,066 shares
0.05% of the 13F portfolio, value $824,094.
13F-HR 0001104659-25-008960 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,089 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $295,500.
13F-HR 0001104659-24-109742 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).