Position in LULU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$408,536
+$102,796 QoQ
Shares Held
3,578
+79.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#477
of 847 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026EVERETT HARRIS & CO /CA/ holds $178,787,001 across 3 Apparel Retail names. LULU ranks #3 (0.2% of the industry book) .
All Filings in LULU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,536 | 3,578 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $305,740 | 1,997 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $426,426 | 2,052 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $365,112 | 2,052 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $505,807 | 2,129 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $610,560 | 2,157 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $834,418 | 2,182 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $592,085 | 2,182 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $649,971 | 2,176 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $873,493 | 2,236 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,145,800 | 2,241 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $871,864 | 2,261 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $867,143 | 2,291 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $834,359 | 2,291 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $733,990 | 2,291 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $640,471 | 2,291 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $628,638 | 2,306 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $842,220 | 2,306 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $902,683 | 2,306 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $953,473 | 2,356 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $879,942 | 2,411 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $741,011 | 2,416 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $853,021 | 2,451 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $813,543 | 2,470 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $770,664 | 2,470 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $472,927 | 2,495 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||