Position in LULU
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$8,677
-$2,958 QoQ
Shares Held
76
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#698
of 847 holders
Holding Since
Jun 2021
15 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, 2026HHM Wealth Advisors, LLC holds $271,523 across 4 Apparel Retail names. LULU ranks #4 (3.2% of the industry book) .
All Filings in LULU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,677 | 76 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $11,635 | 76 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $15,793 | 76 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $19,394 | 109 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $27,084 | 114 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $34,816 | 123 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $47,036 | 123 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $33,376 | 123 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $34,350 | 115 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $26,954 | 69 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $35,279 | 69 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $30,848 | 80 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $30,280 | 80 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $29,135 | 80 | Shares | Sole | 2023-05-02 | |
| 2021-06-30 | $1,094 | 3 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||