Position in LULU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,425
-$1,168 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#740
of 847 holders
Holding Since
Mar 2020
26 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, 2026Heritage Wealth Advisors holds $904,524 across 3 Apparel Retail names. LULU ranks #3 (0.4% of the industry book) .
All Filings in LULU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,425 | 30 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,593 | 30 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,234 | 30 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,074 | 51 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,989 | 21 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,944 | 21 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,619 | 33 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $11,939 | 44 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,142 | 44 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $6,641 | 17 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $8,691 | 17 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $25,835 | 67 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $25,359 | 67 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $24,400 | 67 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $18,261 | 57 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $32,708 | 117 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $120,766 | 443 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $60,993 | 167 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $63,414 | 162 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $65,561 | 162 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $40,876 | 112 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $34,351 | 112 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $16,705 | 48 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $15,809 | 48 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $14,976 | 48 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $9,098 | 48 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||