Position in LULU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$305,888
-$104,266 QoQ
Shares Held
2,679
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#519
of 847 holders
Holding Since
Mar 2023
14 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, 2026Valmark Advisers, Inc. holds $941,279 across 2 Apparel Retail names. LULU ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
4,194 | $635,391 | |
| 2 | LULU |
lululemon athletica inc.
This page
|
2,679 | $305,888 |
All Filings in LULU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,888 | 2,679 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $410,154 | 2,679 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $556,722 | 2,679 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $480,233 | 2,699 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $642,416 | 2,704 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $765,394 | 2,704 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,076,866 | 2,816 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $765,749 | 2,822 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $840,541 | 2,814 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,049,285 | 2,686 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,363,099 | 2,666 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,028,036 | 2,666 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,009,081 | 2,666 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $974,572 | 2,676 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||