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Disclosery

SFMG, LLC: LULU position timeline

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

SFMG, LLC held 16,379 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,379 shares
    Change vs previous 13F +329 shares

    0.11% of the 13F portfolio, value $1,870,154.

    13F-HR 0001512026-26-000005 filed by SFMG, 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 16,050 shares
    Change vs previous 13F +618 shares

    0.17% of the 13F portfolio, value $2,457,319.

    13F-HR 0001512026-26-000003 filed by SFMG, 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 15,432 shares
    Change vs previous 13F +1,138 shares

    0.22% of the 13F portfolio, value $3,207,011.

    13F-HR 0001512026-26-000001 filed by SFMG, 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 14,294 shares
    Change vs previous 13F +2,417 shares

    0.18% of the 13F portfolio, value $2,543,331.

    13F-HR 0001512026-25-000009 filed by SFMG, 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 11,877 shares
    Change vs previous 13F +479 shares

    0.21% of the 13F portfolio, value $2,821,626.

    13F-HR 0001512026-25-000006 filed by SFMG, 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 11,398 shares
    Change vs previous 13F +410 shares

    0.25% of the 13F portfolio, value $3,226,270.

    13F-HR 0001512026-25-000004 filed by SFMG, 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 10,988 shares
    Change vs previous 13F -10 shares

    0.33% of the 13F portfolio, value $4,201,959.

    13F-HR 0001512026-25-000002 filed by SFMG, 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 10,998 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,984,408.

    13F-HR 0001512026-24-000006 filed by SFMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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