Skip to content
Disclosery

Ascentis Wealth Management, LLC: LULU position timeline

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

Ascentis Wealth Management, LLC held 108 LULU shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 108 shares
    Change vs previous 13F -403 shares

    <0.01% of the 13F portfolio, value $12,390.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 45 shares
    • Ascentis Wealth Management, LLC: 63 shares

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

  2. period ended2026-03-31
    13F 511 shares
    Change vs previous 13F +458 shares

    <0.01% of the 13F portfolio, value $78,312.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 448 shares
    • Ascentis Wealth Management, LLC: 63 shares

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

  3. period ended2025-12-31
    13F 53 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $11,013.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth 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 ended2025-09-30
    13F 53 shares
    Change vs previous 13F -1,303 shares

    <0.01% of the 13F portfolio, value $9,429.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 53 shares

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

  5. period ended2025-06-30
    13F 1,356 shares
    Change vs previous 13F +1,311 shares

    0.03% of the 13F portfolio, value $322,558.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,303 shares
    • Ascentis Wealth Management, LLC: 53 shares

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

  6. period ended2025-03-31
    13F 45 shares
    Change vs previous 13F -593 shares

    <0.01% of the 13F portfolio, value $12,583.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 45 shares

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

  7. period ended2024-12-31
    13F 638 shares
    Change vs previous 13F +630 shares

    0.03% of the 13F portfolio, value $243,977.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 636 shares
    • Ascentis Wealth Management, LLC: 2 shares

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

  8. period ended2024-09-30
    13F/A 8 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,170.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 6 shares
    • Ascentis Wealth Management, LLC: 2 shares

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