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Disclosery

TOBAM: LULU position timeline

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

TOBAM held 4,679 LULU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,679 shares
    Change vs previous 13F +3,065 shares

    0.13% of the 13F portfolio, value $534,000.

    13F-HR 0001527488-26-000009 filed by TOBAM
    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 1,614 shares
    Change vs previous 13F -4,106 shares

    0.06% of the 13F portfolio, value $247,000.

    13F-HR 0001527488-26-000004 filed by TOBAM
    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 5,720 shares
    Change vs previous 13F -3,887 shares

    0.29% of the 13F portfolio, value $1,189,000.

    13F-HR 0001527488-26-000001 filed by TOBAM
    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 9,607 shares
    Change vs previous 13F +5,376 shares

    0.62% of the 13F portfolio, value $1,709,000.

    13F-HR 0001527488-25-000009 filed by TOBAM
    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 4,231 shares
    Change vs previous 13F +4,231 shares

    0.39% of the 13F portfolio, value $1,005,000.

    13F-HR 0001527488-25-000006 filed by TOBAM
    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 0 shares
    Change vs previous 13F -178 shares

    13F-HR 0001527488-25-000003 filed by TOBAM
    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.

  7. period ended2024-12-31
    13F 178 shares
    Change vs previous 13F -215 shares

    0.02% of the 13F portfolio, value $68,000.

    13F-HR 0001527488-25-000002 filed by TOBAM
    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 393 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $107,000.

    13F-HR 0001527488-24-000020 filed by TOBAM
    Filed (acceptance time not in the bulk data set), ingested

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