Position in LULU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,650
-$3,987 QoQ
Shares Held
67
+19.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#705
of 847 holders
Holding Since
Mar 2025
5 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, 2026Clearstead Trust, LLC holds $3,535,228 across 5 Apparel Retail names. LULU ranks #3 (0.2% of the industry book) .
All Filings in LULU
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,650 | 67 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $11,637 | 56 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,159 | 29 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,425 | 6 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,981 | 7 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||