Strategic Wealth Partners, Ltd.
Position in LULU — lululemon athletica inc.
CIK 1720777
INDEPENDENCE, OH
Position in LULU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$102,990
-$137,989 QoQ
Shares Held
902
-42.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#603
of 847 holders
Holding Since
Jun 2022
9 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, 2026Strategic Wealth Partners, Ltd. holds $15,093,745 across 5 Apparel Retail names. LULU ranks #2 (0.7% of the industry book) .
All Filings in LULU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,990 | 902 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $240,979 | 1,574 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $310,883 | 1,496 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $820,791 | 4,613 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,907,028 | 12,236 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $3,918,172 | 10,246 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,227,587 | 4,524 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $477,322 | 1,598 | Shares | Sole | 2024-10-08 | |
| 2022-06-30 | $325,223 | 1,193 | Shares | Sole | 2022-08-22 | |
| No filing history on record for this holder in this stock. | ||||||