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Savvy Advisors, Inc.: LULU position timeline

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

Savvy Advisors, Inc. held 4,752 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,752 shares
    Change vs previous 13F +1,251 shares

    0.01% of the 13F portfolio, value $542,568.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 3,501 shares
    Change vs previous 13F +271 shares

    0.01% of the 13F portfolio, value $535,982.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 3,230 shares
    Change vs previous 13F -577 shares

    0.02% of the 13F portfolio, value $671,287.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 3,807 shares
    Change vs previous 13F +1,406 shares

    0.03% of the 13F portfolio, value $677,431.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 2,401 shares
    Change vs previous 13F -131 shares

    0.04% of the 13F portfolio, value $570,430.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 2,532 shares
    Change vs previous 13F +239 shares

    0.07% of the 13F portfolio, value $716,708.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 2,293 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $876,679.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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