Carolina Wealth Advisors, LLC
Position in LULU — lululemon athletica inc.
CIK 1786411
MYRTLE BEACH, SC
Position in LULU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,141
-$390 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#785
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, 2026Carolina Wealth Advisors, LLC holds $14,971 across 3 Apparel Retail names. LULU ranks #3 (7.6% of the industry book) .
All Filings in LULU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,141 | 10 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,531 | 10 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,078 | 10 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,779 | 10 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,375 | 10 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,830 | 10 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,824 | 10 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,713 | 10 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,987 | 10 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,906 | 10 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $5,112 | 10 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,856 | 10 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,785 | 10 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,641 | 10 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,203 | 10 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $2,795 | 10 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,726 | 10 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,652 | 10 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,914 | 10 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $4,047 | 10 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,649 | 10 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,067 | 10 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $3,480 | 10 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,293 | 10 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $13,728 | 44 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $8,340 | 44 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||