Position in LULU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$254,050
-$60,111 QoQ
Shares Held
2,225
+8.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#540
of 847 holders
Holding Since
Mar 2020
26 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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $999,839 across 3 Apparel Retail names. LULU ranks #2 (25.4% of the industry book) .
All Filings in LULU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,050 | 2,225 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $314,161 | 2,052 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $400,449 | 1,927 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $349,098 | 1,962 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $369,912 | 1,557 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $431,666 | 1,525 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $556,406 | 1,455 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $441,757 | 1,628 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $482,699 | 1,616 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $663,714 | 1,699 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $930,036 | 1,819 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $701,810 | 1,820 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $714,608 | 1,888 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $673,387 | 1,849 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $655,177 | 2,045 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $540,389 | 1,933 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $616,371 | 2,261 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $849,524 | 2,326 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $990,368 | 2,530 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $798,473 | 1,973 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $747,823 | 2,049 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $604,525 | 1,971 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $691,187 | 1,986 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $644,247 | 1,956 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $565,050 | 1,811 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $449,233 | 2,370 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||