Position in LULU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,712
+$1,433 QoQ
Shares Held
15
+1400.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#767
of 847 holders
Holding Since
Mar 2020
10 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, 2026IMA Advisory Services, Inc. holds $3,307,039 across 5 Apparel Retail names. LULU ranks #4 (0.1% of the industry book) .
All Filings in LULU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,712 | 15 | Shares | Sole | 2026-08-10 | |
| 2022-09-30 | $279 | 1 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $631,017 | 1,612 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,493,747 | 3,691 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,354,768 | 3,712 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,044,960 | 3,407 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,158,939 | 3,330 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,075,722 | 3,266 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,335,714 | 4,281 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $987,176 | 5,208 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||