Legacy Financial Advisors, Inc.
Position in LULU — lululemon athletica inc.
CIK 1730810
COVINGTON, KY
Position in LULU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$482,296
-$260,239 QoQ
Shares Held
4,224
-12.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#451
of 847 holders
Holding Since
Sep 2025
4 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, 2026Legacy Financial Advisors, Inc. holds $3,175,132 across 4 Apparel Retail names. LULU ranks #3 (15.2% of the industry book) .
All Filings in LULU
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,296 | 4,224 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $742,535 | 4,850 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $844,539 | 4,064 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $365,468 | 2,054 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||