Position in LULU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$799
-$272 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#796
of 847 holders
Holding Since
Dec 2022
15 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, 2026Mascoma Wealth Management LLC holds $162,555 across 4 Apparel Retail names. LULU ranks #3 (0.5% of the industry book) .
All Filings in LULU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799 | 7 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,071 | 7 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,454 | 7 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,245 | 7 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,663 | 7 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,981 | 7 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,676 | 7 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,241 | 23 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,870 | 23 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $8,984 | 23 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $11,759 | 23 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $8,869 | 23 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $8,705 | 23 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,376 | 23 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $7,368 | 23 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||