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Kestra Advisory Services, LLC: LULU position timeline

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

Kestra Advisory Services, LLC held 13,117 LULU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,117 shares
    Change vs previous 13F -5,738 shares

    <0.01% of the 13F portfolio, value $1,497,702.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,703 shares
    • Kestra Advisory Services, LLC: 8,414 shares

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

  2. period ended2026-03-31
    13F 18,855 shares
    Change vs previous 13F +1,157 shares

    0.01% of the 13F portfolio, value $2,886,704.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,190 shares
    • Kestra Advisory Services, LLC: 9,665 shares

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

  3. period ended2025-12-31
    13F 17,698 shares
    Change vs previous 13F -10,438 shares

    0.01% of the 13F portfolio, value $3,677,743.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,542 shares
    • Kestra Advisory Services, LLC: 8,156 shares

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

  4. period ended2025-09-30
    13F 28,136 shares
    Change vs previous 13F -1,914 shares

    0.02% of the 13F portfolio, value $5,006,145.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,048 shares
    • Kestra Advisory Services, LLC: 13,088 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 30,050 shares
    Change vs previous 13F +12,361 shares

    0.02% of the 13F portfolio, value $7,139,198.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,155 shares
    • Kestra Advisory Services, LLC: 15,740 shares
    • Kestra Investment Management, LLC: 2,155 shares

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

  6. period ended2025-03-31
    13F/A 17,689 shares
    Change vs previous 13F -371 shares

    0.02% of the 13F portfolio, value $5,007,049.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,214 shares
    • Kestra Advisory Services, LLC: 12,467 shares
    • Kestra Investment Management, LLC: 8 shares

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

  7. period ended2024-12-31
    13F 18,060 shares
    Change vs previous 13F +1,364 shares

    0.03% of the 13F portfolio, value $6,906,325.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,466 shares
    • Kestra Advisory Services, LLC: 12,511 shares
    • Kestra Investment Management, LLC: 83 shares

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

  8. period ended2024-09-30
    13F 16,696 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,530,514.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,877 shares
    • Kestra Advisory Services, LLC: 11,819 shares

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