Position in LULU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$216,256
-$364,605 QoQ
Shares Held
1,894
-50.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#573
of 847 holders
Holding Since
Sep 2020
22 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, 2026Asset Dedication, LLC holds $392,284 across 4 Apparel Retail names. LULU ranks #1 (55.1% of the industry book) .
All Filings in LULU
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,256 | 1,894 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $580,861 | 3,794 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $684,733 | 3,295 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $13,878 | 78 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $131,856 | 555 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $304,855 | 1,077 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $266,157 | 696 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $64,038 | 236 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $14,038 | 47 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $379,711 | 972 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $7,669 | 15 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,784 | 15 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,677 | 15 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $5,462 | 15 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,805 | 15 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,193 | 15 | Shares | Sole | 2022-10-27 | |
| 2022-03-31 | $5,478 | 15 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $5,871 | 15 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $6,070 | 15 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $5,474 | 15 | Shares | Sole | 2021-07-21 | |
| 2020-12-31 | $5,220 | 15 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $4,940 | 15 | Shares | Sole | 2020-10-20 | |
| No filing history on record for this holder in this stock. | ||||||