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X-Square Capital, LLC: LULU position timeline

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

X-Square Capital, LLC held 11,170 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,170 shares
    Change vs previous 13F +241 shares

    0.32% of the 13F portfolio, value $1,275,000.

    13F-HR 0001729300-26-000003 filed by X-Square Capital, 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 10,929 shares
    Change vs previous 13F +78 shares

    0.56% of the 13F portfolio, value $1,673,000.

    13F-HR 0001729300-26-000002 filed by X-Square Capital, 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 10,851 shares
    Change vs previous 13F -544 shares

    0.74% of the 13F portfolio, value $2,255,000.

    13F-HR 0001729300-26-000001 filed by X-Square Capital, 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 11,395 shares
    Change vs previous 13F -776 shares

    0.63% of the 13F portfolio, value $2,028,000.

    13F-HR 0001729300-25-000005 filed by X-Square Capital, 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 12,171 shares
    Change vs previous 13F +7,248 shares

    1.04% of the 13F portfolio, value $2,892,000.

    13F-HR 0001729300-25-000003 filed by X-Square Capital, 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 4,923 shares
    Change vs previous 13F -26 shares

    0.6% of the 13F portfolio, value $1,394,000.

    13F-HR 0001729300-25-000002 filed by X-Square Capital, 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 4,949 shares
    Change vs previous 13F -183 shares

    0.78% of the 13F portfolio, value $1,893,000.

    13F-HR 0001729300-25-000001 filed by X-Square Capital, 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 5,132 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,392,000.

    13F-HR 0001729300-24-000005 filed by X-Square Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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