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GUGGENHEIM CAPITAL LLC: LULU position timeline

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

GUGGENHEIM CAPITAL LLC held 21,628 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 21,628 shares
    Change vs previous 13F -18,885 shares

    0.02% of the 13F portfolio, value $2,469,486.

    13F-HR 0001283072-26-000004 filed by GUGGENHEIM CAPITAL 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 40,513 shares
    Change vs previous 13F -14,881 shares

    0.05% of the 13F portfolio, value $6,202,540.

    13F-HR 0001283072-26-000003 filed by GUGGENHEIM CAPITAL 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 55,394 shares
    Change vs previous 13F -34,970 shares

    0.08% of the 13F portfolio, value $11,511,427.

    13F-HR 0001283072-26-000002 filed by GUGGENHEIM CAPITAL 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 90,364 shares
    Change vs previous 13F -13,807 shares

    0.12% of the 13F portfolio, value $16,078,467.

    13F-HR 0001283072-25-000005 filed by GUGGENHEIM CAPITAL 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 104,171 shares
    Change vs previous 13F +3,856 shares

    0.2% of the 13F portfolio, value $24,748,946.

    13F-HR 0001283072-25-000004 filed by GUGGENHEIM CAPITAL 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 100,315 shares
    Change vs previous 13F -7,418 shares

    0.27% of the 13F portfolio, value $28,395,164.

    13F-HR 0001283072-25-000002 filed by GUGGENHEIM CAPITAL 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 107,733 shares
    Change vs previous 13F +2,232 shares

    0.34% of the 13F portfolio, value $41,198,177.

    13F-HR 0001283072-25-000001 filed by GUGGENHEIM CAPITAL 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 105,501 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $28,627,697.

    13F-HR 0001283072-24-000007 filed by GUGGENHEIM CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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