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Shorepath Capital Management LLC: LULU position timeline

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

Shorepath Capital Management LLC held 5,616 LULU shares at 2025-06-30 per its 13F-HR filed 2025-08-04.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 5,616 shares
    Change vs previous 13F -4,121 shares

    1.1% of the 13F portfolio, value $1,334,249.

    13F-HR 0001376474-25-000694 filed by Shorepath Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 9,737 shares
    Change vs previous 13F -96 shares

    2.08% of the 13F portfolio, value $2,756,155.

    13F-HR 0001376474-25-000337 filed by Shorepath Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 9,833 shares
    Change vs previous 13F -1,325 shares

    2.69% of the 13F portfolio, value $3,760,238.

    13F-HR 0001376474-25-000066 filed by Shorepath Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 11,158 shares
    Change vs previous 13F +1,488 shares

    2.22% of the 13F portfolio, value $3,027,723.

    13F-HR 0001376474-24-000679 filed by Shorepath Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 9,670 shares
    Change vs previous 13F +2,352 shares

    2.22% of the 13F portfolio, value $2,888,429.

    13F-HR 0001376474-24-000441 filed by Shorepath Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 7,318 shares
    Change vs previous 13F +1,008 shares

    2.26% of the 13F portfolio, value $2,858,777.

    13F-HR 0000909012-24-000045 filed by Shorepath Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 6,310 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $3,226,240.

    13F-HR 0000909012-24-000043 filed by Shorepath Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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