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Lido Advisors, LLC: LULU position timeline

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

Lido Advisors, LLC held 4,258 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,258 shares
    Change vs previous 13F +817 shares

    <0.01% of the 13F portfolio, value $486,292.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, 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 3,441 shares
    Change vs previous 13F -3,192 shares

    <0.01% of the 13F portfolio, value $526,935.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, 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 6,633 shares
    Change vs previous 13F -92 shares

    <0.01% of the 13F portfolio, value $1,229,378.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, 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 6,725 shares
    Change vs previous 13F +3,360 shares

    <0.01% of the 13F portfolio, value $1,196,743.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, 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 3,365 shares
    Change vs previous 13F -348 shares

    <0.01% of the 13F portfolio, value $799,514.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, 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 3,713 shares
    Change vs previous 13F +1,965 shares

    0.01% of the 13F portfolio, value $1,051,244.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, 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 1,748 shares
    Change vs previous 13F +32 shares

    <0.01% of the 13F portfolio, value $668,345.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, 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 1,716 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $465,683.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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