Position in LULU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$266,952
-$1,112,325 QoQ
Shares Held
2,338
-74.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#518
of 820 holders
Holding Since
Mar 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, 2026Integrated Wealth Concepts LLC holds $16,114,699 across 21 Apparel Retail names. LULU ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
69,286 | $10,496,829 | |
| 2 | ROST |
Ross Stores, Inc.
|
12,935 | $2,753,214 | |
| 3 | BURL |
Burlington Stores, Inc.
|
4,566 | $1,446,508 | |
| 4 | GAP |
Gap Inc
|
28,184 | $526,477 | |
| 5 | LULU |
lululemon athletica inc.
This page
|
2,338 | $266,952 | |
| 6 | AEO |
American Eagle Outfitters Inc
|
9,690 | $166,668 | |
| 7 | ANF |
Abercrombie & Fitch Co /De/
|
958 | $86,229 | |
| 8 | CTRN |
Citi Trends Inc
|
1,069 | $61,830 |
All Filings in LULU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,952 | 2,338 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,379,277 | 9,009 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $218,853 | 1,230 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $586,109 | 2,467 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $576,310 | 2,036 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $790,823 | 2,068 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $570,377 | 2,102 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $802,905 | 2,688 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $854,742 | 2,188 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $858,967 | 1,680 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $564,918 | 1,465 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $538,984 | 1,424 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $305,555 | 839 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $328,389 | 1,025 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $305,838 | 1,094 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $532,952 | 1,955 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $630,386 | 1,726 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,117,981 | 2,856 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,125,875 | 2,782 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,014,251 | 2,779 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $791,925 | 2,582 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $822,394 | 2,363 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $658,740 | 2,000 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $546,329 | 1,751 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $229,545 | 1,211 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||