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Disclosery

CWM, LLC: LULU position timeline

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

CWM, LLC held 91,571 LULU shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 91,571 shares
    Change vs previous 13F +69,428 shares

    0.04% of the 13F portfolio, value $14,019,552.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 22,143 shares
    Change vs previous 13F +12,976 shares

    0.01% of the 13F portfolio, value $4,601,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 9,167 shares
    Change vs previous 13F -4,984 shares

    <0.01% of the 13F portfolio, value $1,631,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 14,151 shares
    Change vs previous 13F -2,019 shares

    0.01% of the 13F portfolio, value $3,362,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 16,170 shares
    Change vs previous 13F +2,989 shares

    0.02% of the 13F portfolio, value $4,577,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 13,181 shares
    Change vs previous 13F +9,887 shares

    0.02% of the 13F portfolio, value $5,040,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,294 shares
    Change vs previous 13F +398 shares

    <0.01% of the 13F portfolio, value $894,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 2,896 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $865,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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