Position in LULU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,079
-$3,025 QoQ
Shares Held
62
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#689
of 820 holders
Holding Since
Dec 2020
21 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, 2026Bogart Wealth, LLC holds $188,039 across 7 Apparel Retail names. LULU ranks #3 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
865 | $131,047 | |
| 2 | ROST |
Ross Stores, Inc.
|
203 | $43,208 | |
| 3 | LULU |
lululemon athletica inc.
This page
|
62 | $7,079 | |
| 4 | BURL |
Burlington Stores, Inc.
|
8 | $2,534 | |
| 5 | GAP |
Gap Inc
|
110 | $2,054 | |
| 6 | BOOT |
Boot Barn Holdings, Inc.
|
12 | $1,971 | |
| 7 | LE |
Lands' End, Inc.
|
14 | $146 |
All Filings in LULU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,079 | 62 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,104 | 66 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $17,871 | 86 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $9,608 | 54 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $15,917 | 67 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $15,851 | 56 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $20,650 | 54 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $20,079 | 74 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $22,103 | 74 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $29,689 | 76 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $37,835 | 74 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $28,535 | 74 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,570 | 20 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,283 | 20 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $6,407 | 20 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,591 | 20 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,452 | 20 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,304 | 20 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $7,829 | 20 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $8,094 | 20 | Shares | Sole | 2021-10-15 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||