Position in LULU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,604,685
-$574,081 QoQ
Shares Held
14,054
-1.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#285
of 847 holders
Holding Since
Mar 2020
25 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, 2026Clean Yield Group holds $6,965,999 across 3 Apparel Retail names. LULU ranks #2 (23.0% of the industry book) .
All Filings in LULU
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,604,685 | 14,054 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,178,766 | 14,231 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,965,259 | 9,457 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,348,676 | 13,200 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,683,466 | 11,295 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,078,560 | 10,876 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,945,704 | 7,703 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $9,768 | 36 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $10,753 | 36 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $14,063 | 36 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $18,406 | 36 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $13,881 | 36 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $13,626 | 36 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $13,110 | 36 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $11,533 | 36 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $10,064 | 36 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $9,813 | 36 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $13,148 | 36 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $25,835 | 66 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $34,804 | 86 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $31,387 | 86 | Shares | Sole | 2021-07-26 | |
| 2020-12-31 | $29,930 | 86 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $28,325 | 86 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $15,912 | 51 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $9,667 | 51 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||