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Disclosery

Spire Wealth Management: LULU position timeline

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

Spire Wealth Management held 644 LULU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 644 shares
    Change vs previous 13F -210 shares

    <0.01% of the 13F portfolio, value $73,532.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 854 shares
    Change vs previous 13F -197 shares

    <0.01% of the 13F portfolio, value $130,747.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 1,051 shares
    Change vs previous 13F +304 shares

    0.01% of the 13F portfolio, value $218,371.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 747 shares
    Change vs previous 13F -4,203 shares

    <0.01% of the 13F portfolio, value $132,914.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 4,950 shares
    Change vs previous 13F -7,486 shares

    0.04% of the 13F portfolio, value $1,176,021.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 12,436 shares
    Change vs previous 13F +7,116 shares

    0.11% of the 13F portfolio, value $3,520,134.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 5,320 shares
    Change vs previous 13F +100 shares

    0.06% of the 13F portfolio, value $2,034,612.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 5,220 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,416,447.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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