Position in LULU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$452,723
-$75,931 QoQ
Shares Held
3,965
+14.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#463
of 847 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026BENJAMIN EDWARDS INC holds $43,499,518 across 4 Apparel Retail names. LULU ranks #4 (1.0% of the industry book) .
All Filings in LULU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,723 | 3,965 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $528,654 | 3,453 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,471,502 | 7,081 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $349,275 | 1,963 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $279,394 | 1,176 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,808,186 | 6,388 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,034,038 | 5,319 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,259,606 | 4,642 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $28,376 | 95 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $26,954 | 69 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $12,782 | 25 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $9,640 | 25 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,462 | 25 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $16,388 | 45 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $14,417 | 45 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $12,580 | 45 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $12,267 | 45 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $16,435 | 45 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $28,575 | 73 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $10,117 | 25 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $9,124 | 25 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $7,667 | 25 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,700 | 25 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $8,234 | 25 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $10,920 | 35 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,634 | 35 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||