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Disclosery

FIRST TRUST ADVISORS LP: LULU position timeline

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

FIRST TRUST ADVISORS LP held 43,324 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,324 shares
    Change vs previous 13F +15,758 shares

    <0.01% of the 13F portfolio, value $4,946,709.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 27,566 shares
    Change vs previous 13F -118,469 shares

    <0.01% of the 13F portfolio, value $4,220,320.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 146,035 shares
    Change vs previous 13F -101,790 shares

    0.02% of the 13F portfolio, value $30,347,487.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 247,825 shares
    Change vs previous 13F -18,451 shares

    0.03% of the 13F portfolio, value $44,095,569.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 266,276 shares
    Change vs previous 13F +184,427 shares

    0.05% of the 13F portfolio, value $63,261,942.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 81,849 shares
    Change vs previous 13F +15,894 shares

    0.02% of the 13F portfolio, value $23,168,285.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 65,955 shares
    Change vs previous 13F -16,002 shares

    0.02% of the 13F portfolio, value $25,221,996.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 81,957 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $22,239,031.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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