Position in LULU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$350,532
-$278,096 QoQ
Shares Held
3,070
-25.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#499
of 847 holders
Holding Since
Jun 2020
25 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, 2026IHT Wealth Management, LLC holds $3,126,013 across 3 Apparel Retail names. LULU ranks #2 (11.2% of the industry book) .
All Filings in LULU
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,532 | 3,070 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $628,628 | 4,106 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $960,705 | 4,623 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,384,295 | 7,780 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,015,892 | 4,276 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,189,701 | 4,203 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,562,909 | 4,087 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,368,960 | 5,045 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,307,111 | 4,376 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,702,062 | 4,357 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,453,597 | 2,843 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,154,130 | 2,993 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,133,986 | 2,996 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,099,125 | 3,018 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $995,420 | 3,107 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $762,360 | 2,727 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $637,362 | 2,338 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $827,976 | 2,267 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $869,410 | 2,221 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $865,653 | 2,139 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $848,920 | 2,326 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $699,298 | 2,280 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $542,578 | 1,559 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $432,462 | 1,313 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $314,818 | 1,009 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||