Skip to content
Disclosery

Sheaff Brock Investment Advisors, LLC: LULU position timeline

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

Sheaff Brock Investment Advisors, LLC held 2,095 LULU shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 2,095 shares
    Change vs previous 13F +25 shares

    0.05% of the 13F portfolio, value $593,011.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 2,070 shares
    Change vs previous 13F -75 shares

    0.07% of the 13F portfolio, value $791,589.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 2,145 shares
    Change vs previous 13F +75 shares

    0.05% of the 13F portfolio, value $582,046.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 2,070 shares
    Change vs previous 13F -133 shares

    0.06% of the 13F portfolio, value $618,309.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 2,203 shares
    Change vs previous 13F +24 shares

    0.07% of the 13F portfolio, value $860,446.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 2,179 shares
    Change vs previous 13F +2,179 shares

    0.1% of the 13F portfolio, value $1,113,897.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.