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OPPENHEIMER ASSET MANAGEMENT INC.: LULU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPPENHEIMER ASSET MANAGEMENT INC. on LULU, newest first. How the timeline and the estimate are built.

OPPENHEIMER ASSET MANAGEMENT INC. held 43,556 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,556 shares
    Change vs previous 13F +2,429 shares

    0.03% of the 13F portfolio, value $4,973,224.

    13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 6,219 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 37,337 shares

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

  2. period ended2026-03-31
    13F 41,127 shares
    Change vs previous 13F +10,048 shares

    0.04% of the 13F portfolio, value $6,296,544.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 5,840 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 35,287 shares

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

  3. period ended2025-12-31
    13F 31,079 shares
    Change vs previous 13F +7,245 shares

    0.04% of the 13F portfolio, value $6,458,527.

    13F-HR 0001085146-26-000133 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 5,485 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 25,594 shares

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

  4. period ended2025-09-30
    13F 23,834 shares
    Change vs previous 13F +4,998 shares

    0.02% of the 13F portfolio, value $4,240,784.

    13F-HR 0001085146-25-005973 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 6,374 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 17,460 shares

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

  5. period ended2025-06-30
    13F 18,836 shares
    Change vs previous 13F +10,147 shares

    0.03% of the 13F portfolio, value $4,475,057.

    13F-HR 0001085146-25-004405 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 8,012 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,824 shares

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

  6. period ended2025-03-31
    13F 8,689 shares
    Change vs previous 13F +198 shares

    0.04% of the 13F portfolio, value $2,459,508.

    13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
    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 8,491 shares
    Change vs previous 13F -18,705 shares

    0.05% of the 13F portfolio, value $3,247,043.

    13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 8,491 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  8. period ended2024-09-30
    13F 27,196 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,379,636.

    13F-HR 0001085146-24-005361 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 10,590 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 16,606 shares

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