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Focus Partners Wealth: LULU position timeline

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

Focus Partners Wealth held 6,307 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 6,307 shares
    Change vs previous 13F -49,496 shares

    <0.01% of the 13F portfolio, value $720,169.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 6,307 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 55,803 shares
    Change vs previous 13F +28,165 shares

    0.01% of the 13F portfolio, value $8,543,595.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 46,462 shares
    • Focus Partners Advisor Solutions, LLC: 9,341 shares

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

  3. period ended2025-12-31
    13F 27,638 shares
    Change vs previous 13F +18,845 shares

    0.01% of the 13F portfolio, value $5,567,536.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 8,793 shares
    Change vs previous 13F -1,777 shares

    <0.01% of the 13F portfolio, value $1,564,511.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 8,793 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 10,570 shares
    Change vs previous 13F +5,060 shares

    <0.01% of the 13F portfolio, value $2,510,617.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 9,433 shares
    • Focus Partners Advisor Solutions, LLC: 1,137 shares

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

  6. period ended2025-03-31
    13F/A 5,510 shares
    Change vs previous 13F +1,257 shares

    <0.01% of the 13F portfolio, value $1,559,789.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,094 shares
    • Focus Partners Advisor Solutions, LLC: 1,416 shares

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

  7. period ended2024-12-31
    13F/A 4,253 shares
    Change vs previous 13F +1,849 shares

    <0.01% of the 13F portfolio, value $1,626,560.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 2,404 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $652,327.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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