Position in LULU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$603,783
-$267,968 QoQ
Shares Held
5,288
-7.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#405
of 847 holders
Holding Since
Mar 2023
10 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, 2026World Investment Advisors holds $13,792,747 across 3 Apparel Retail names. LULU ranks #2 (4.4% of the industry book) .
All Filings in LULU
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,783 | 5,288 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $871,751 | 5,694 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,122,589 | 5,402 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $889,649 | 5,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,156,063 | 4,866 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,356,140 | 4,791 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,733,463 | 4,533 | Shares | Sole | 2025-02-12 | |
| 2023-09-30 | $321,984 | 835 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $316,047 | 835 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $332,869 | 914 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||