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OSAIC HOLDINGS, INC.: LULU position timeline

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

OSAIC HOLDINGS, INC. held 24,899 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,899 shares
    Change vs previous 13F -3,436 shares

    <0.01% of the 13F portfolio, value $2,842,771.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    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 28,335 shares
    Change vs previous 13F -4,408 shares

    0.01% of the 13F portfolio, value $4,337,862.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    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 32,743 shares
    Change vs previous 13F -2,360 shares

    0.01% of the 13F portfolio, value $6,804,085.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    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 35,103 shares
    Change vs previous 13F -4,196 shares

    0.01% of the 13F portfolio, value $6,872,199.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    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/A 39,299 shares
    Change vs previous 13F +8,799 shares

    0.02% of the 13F portfolio, value $9,677,880.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    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 30,500 shares
    Change vs previous 13F -5,799 shares

    0.02% of the 13F portfolio, value $8,633,845.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, 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/A 36,299 shares
    Change vs previous 13F +1,449 shares

    0.03% of the 13F portfolio, value $13,735,238.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    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 34,850 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,456,408.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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