Position in LULU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$284,536
-$87,650 QoQ
Shares Held
2,492
+2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#528
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, 2026RFG Advisory, LLC holds $1,325,201 across 3 Apparel Retail names. LULU ranks #3 (21.5% 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 | $284,536 | 2,492 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $372,186 | 2,431 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,744,772 | 8,396 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $469,023 | 2,636 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,261,524 | 9,519 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,388,177 | 8,437 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $665,393 | 1,740 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $524,519 | 1,933 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $574,400 | 1,923 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $604,335 | 1,547 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $746,483 | 1,460 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $571,859 | 1,483 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $566,614 | 1,497 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $545,556 | 1,498 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $489,861 | 1,529 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $511,315 | 1,829 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $491,243 | 1,802 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $659,970 | 1,807 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $695,606 | 1,777 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $719,151 | 1,777 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $644,172 | 1,765 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $537,355 | 1,752 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $606,616 | 1,743 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $575,738 | 1,748 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $563,178 | 1,805 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $348,961 | 1,841 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||