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Disclosery

Cerity Partners LLC: LULU position timeline

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

Cerity Partners LLC held 48,378 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,378 shares
    Change vs previous 13F -17,949 shares

    0.01% of the 13F portfolio, value $5,522,891.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 66,327 shares
    Change vs previous 13F +50,168 shares

    0.01% of the 13F portfolio, value $10,154,565.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 16,159 shares
    Change vs previous 13F +1,508 shares

    <0.01% of the 13F portfolio, value $3,358,190.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 14,651 shares
    Change vs previous 13F -35,555 shares

    <0.01% of the 13F portfolio, value $2,606,844.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 50,206 shares
    Change vs previous 13F +18,656 shares

    0.02% of the 13F portfolio, value $11,927,676.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 31,550 shares
    Change vs previous 13F +8,414 shares

    0.02% of the 13F portfolio, value $8,930,434.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 23,136 shares
    Change vs previous 13F -683 shares

    0.02% of the 13F portfolio, value $8,224,722.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 23,819 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,463,287.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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