ELEVATION POINT WEALTH PARTNERS, LLC LULU — LULULEMON ATHLETICA INC

Ownership history in ELEVATION POINT WEALTH PARTNERS, LLC  ·  29 quarters on record

AI Ownership Summary

ELEVATION POINT WEALTH PARTNERS, LLC reported LULULEMON ATHLETICA INC (LULU) in 29 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2024 Q4. The latest visible filing shows LULU at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LULU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ELEVATION POINT WEALTH PARTNERS, LLC's position in LULULEMON ATHLETICA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LULU was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LULU stock page ELEVATION POINT WEALTH PARTNERS, LLC fund profile ELEVATION POINT WEALTH PARTNERS, LLC full holdings
How ELEVATION POINT WEALTH PARTNERS, LLC held LULU — position size vs. price
% of Fund (quarterly)    LULU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 5,838 +3,899 +201.1% 0.02% $894K 2026-04-27 $146.94
2025 Q3 REDUCED 51.9% +19.4% ❌ 1,939 -2,095 -51.9% 0.02% $345K 2025-11-14 $170.68
2025 Q2 ADDED — — — 4,034 +914 +29.3% 0.07% $958K 2025-08-13 $200.49
2025 Q1 REDUCED 18.6% -16.1% ✅ 3,120 -713 -18.6% 0.08% $883K 2025-04-16 $249.37
2024 Q4 REDUCED 13.8% -26.0% ✅ 3,833 -614 -13.8% 0.12% $1.5M 2025-01-22 $382.82
2024 Q3 ADDED — — — 4,447 +3,688 +485.9% 0.12% $1.2M 2024-10-23 $293.14
2024 Q1 REDUCED — — — 759 -16 -2.1% 0.02% $297K 2024-05-15 $346.85
2023 Q4 ADDED — — — 775 +109 +16.4% 0.04% $396K 2024-02-13 $456.23
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LULU

As of 2026 Q1 — sorted by position size

Leibman Financial Services, Inc. 2.24% AlpenGlobal Capital LLC 1.53% BENDER ROBERT & ASSOCIATES 3Y 7Y 1.5% FLOSSBACH VON STORCH SE 3Y 7Y 1.33% BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 1.21% Silverleafe Capital Partners, LLC 3Y 7Y 1.03% TILIA FIDUCIARY PARTNERS, INC. 3Y 0.94% ROCKLAND TRUST CO 3Y 7Y 0.64% Eaton Financial Holdings Company, LLC 3Y 0.63% OUTFITTERS FINANCIAL LLC 3Y 0.62%

FAQ About ELEVATION POINT WEALTH PARTNERS, LLC and LULU

These are the practical questions this page is built to answer before you even open the full history table.

How long has ELEVATION POINT WEALTH PARTNERS, LLC reported owning LULU?

ELEVATION POINT WEALTH PARTNERS, LLC reported LULU across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LULU position in ELEVATION POINT WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for LULU was 0.12% in 2024 Q4.

What is the latest reported LULU position on this page?

The most recent filing on this page is 2026 Q1, when ELEVATION POINT WEALTH PARTNERS, LLC reported 5,838 shares, equal to 0.02% of portfolio, with an estimated market value of $894K.

What does the chart on this LULU ownership page compare?

The chart compares ELEVATION POINT WEALTH PARTNERS, LLC's quarterly LULU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ELEVATION POINT WEALTH PARTNERS, LLC time their LULU position?

Based on 13F filing dates vs. subsequent LULU price moves, ELEVATION POINT WEALTH PARTNERS, LLC correctly timed 16 out of 27 reported position changes (59%). The annualised alpha on LULU relative to SPY over the holding period was -8.4%.

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