Independent Advisor Alliance

Position in LULU — lululemon athletica inc.

CIK 1696899 CHARLOTTE, NC

Position in LULU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$594,534

+$139,828 QoQ

Shares Held

5,207

+75.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#410

of 847 holders

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Cyclical · as of Jun 30, 2026

Independent Advisor Alliance holds $7,708,621 across 3 Apparel Retail names. LULU ranks #2 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	43,701	$6,620,701
2	LULU	lululemon athletica inc. This page	5,207	$594,534
3	ROST	Ross Stores, Inc.	2,318	$493,386

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$594,534	5,207	+75.3%	Shares	Sole	2026-08-12
2026-03-31	$454,706	2,970	+97.3%	Shares	Sole	2026-05-12
2025-12-31	$312,753	1,505	-39.6%	Shares	Sole	2026-02-04
2025-09-30	$443,579	2,493	-7.9%	Shares	Sole	2025-11-04
2025-06-30	$643,128	2,707	-10.3%	Shares	Sole	2025-08-11
2025-03-31	$854,274	3,018	+1.7%	Shares	Sole	2025-05-12
2024-12-31	$1,134,992	2,968	-0.3%	Shares	Sole	2025-02-07
2024-09-30	$807,808	2,977	+11.8%	Shares	Sole	2024-11-13
2024-06-30	$795,138	2,662	+54.1%	Shares	Sole	2024-08-12
2024-03-31	$675,043	1,728	-11.9%	Shares	Sole	2024-05-08
2023-12-31	$1,003,150	1,962	+42.8%	Shares	Sole	2024-02-08
2023-09-30	$529,828	1,374	-10.2%	Shares	Sole	2023-10-24
2023-06-30	$579,105	1,530	+5.4%	Shares	Sole	2023-07-28
2023-03-31	$528,439	1,451	+28.5%	Shares	Sole	2023-05-12
2022-09-30	$315,623	1,129	+7.9%	Shares	Sole	2022-11-04
2022-06-30	$285,150	1,046	-5.8%	Shares	Sole	2022-08-04
2022-03-31	$405,405	1,110	+17.6%	Shares	Sole	2022-05-06
2021-12-31	$369,528	944	+12.1%	Shares	Sole	2022-02-11
2021-09-30	$340,757	842	-14.0%	Shares	Sole	2021-11-01
2021-06-30	$357,305	979	-24.0%	Shares	Sole	2021-08-12
2021-03-31	$395,349	1,289	+68.5%	Shares	Sole	2021-05-14
2020-06-30	$238,687	765	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.