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Stratos Wealth Partners, LTD.: LULU position timeline

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

Stratos Wealth Partners, LTD. held 5,199 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,199 shares
    Change vs previous 13F +5,199 shares

    0.01% of the 13F portfolio, value $593,622.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    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 0 shares
    Change vs previous 13F -24,501 shares

    13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 0 shares
    • Stratos Wealth Advisors, LLC: 0 shares
    • Stratos Investment Management, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 24,501 shares
    Change vs previous 13F +2,402 shares

    0.04% of the 13F portfolio, value $5,091,689.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 1,207 shares
    • Stratos Wealth Advisors, LLC: 6,191 shares
    • Stratos Investment Management, LLC: 17,103 shares

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

  4. period ended2025-09-30
    13F 22,099 shares
    Change vs previous 13F +439 shares

    0.03% of the 13F portfolio, value $3,932,190.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 1,466 shares
    • Stratos Wealth Advisors, LLC: 3,808 shares
    • Stratos Investment Management, LLC: 16,825 shares

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

  5. period ended2025-06-30
    13F 21,660 shares
    Change vs previous 13F +15,042 shares

    0.04% of the 13F portfolio, value $5,145,983.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 1,212 shares
    • Stratos Wealth Advisors, LLC: 4,402 shares
    • Stratos Investment Management, LLC: 16,046 shares

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

  6. period ended2025-03-31
    13F 6,618 shares
    Change vs previous 13F -1,454 shares

    0.02% of the 13F portfolio, value $1,873,292.

    13F-HR 0001085146-25-002482 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 1,343 shares
    • Stratos Wealth Advisors, LLC: 5,275 shares

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

  7. period ended2024-12-31
    13F 8,072 shares
    Change vs previous 13F -2,036 shares

    0.03% of the 13F portfolio, value $3,086,814.

    13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 1,734 shares
    • Stratos Wealth Advisors, LLC: 6,338 shares

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

  8. period ended2024-09-30
    13F 10,108 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,742,806.

    13F-HR 0001085146-24-004983 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 1,834 shares
    • Stratos Wealth Advisors, LLC: 8,274 shares

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