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Stelac Advisory Services LLC: LULU position timeline

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

Stelac Advisory Services LLC held 65,933 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,933 shares
    Change vs previous 13F +13,524 shares

    1.4% of the 13F portfolio, value $7,528,230.

    13F-HR 0001519676-26-000007 filed by Stelac Advisory Services 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 52,409 shares
    Change vs previous 13F +17,335 shares

    1.62% of the 13F portfolio, value $8,023,818.

    13F-HR 0001519676-26-000005 filed by Stelac Advisory Services 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 35,074 shares
    Change vs previous 13F +17,459 shares

    2.58% of the 13F portfolio, value $7,288,728.

    13F-HR 0001519676-26-000002 filed by Stelac Advisory Services 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 17,615 shares
    Change vs previous 13F +14,789 shares

    1.08% of the 13F portfolio, value $3,134,237.

    13F-HR 0001519676-25-000011 filed by Stelac Advisory Services 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 2,826 shares
    Change vs previous 13F -4,055 shares

    0.26% of the 13F portfolio, value $671,401.

    13F-HR 0001519676-25-000009 filed by Stelac Advisory Services 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 6,881 shares
    Change vs previous 13F -475 shares

    0.8% of the 13F portfolio, value $1,947,736.

    13F-HR 0001519676-25-000006 filed by Stelac Advisory Services 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 7,356 shares
    Change vs previous 13F 0 shares

    1.1% of the 13F portfolio, value $2,813,008.

    13F-HR 0001519676-25-000002 filed by Stelac Advisory Services 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 7,356 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,996,051.

    13F-HR 0001519676-24-000008 filed by Stelac Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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