Position in LULU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11,760
+$11,759 QoQ
Shares Held
103
+3333.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#676
of 847 holders
Holding Since
Jun 2020
17 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, 2026Capital Analysts, LLC holds $869,049 across 3 Apparel Retail names. LULU ranks #3 (1.4% of the industry book) .
All Filings in LULU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,760 | 103 | Shares | Defined | 2026-08-05 | |
| 2025-12-31 | $1 | 3 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $1 | 3 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2 | 8 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2 | 8 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,913 | 8 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1 | 3 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1 | 3 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,734 | 7 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,045 | 4 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $2 | 4 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1 | 4 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,092 | 3 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $961 | 3 | Shares | Defined | 2023-02-08 | |
| 2021-03-31 | $613 | 2 | Shares | Defined | 2021-05-17 | |
| 2020-09-30 | $16,468 | 50 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $31,201 | 100 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||