Position in LULU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$70,677
-$25,163 QoQ
Shares Held
619
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#613
of 847 holders
Holding Since
Jun 2022
17 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, 2026HOEY INVESTMENTS, INC holds $221,976 across 3 Apparel Retail names. LULU ranks #2 (31.8% of the industry book) .
All Filings in LULU
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,677 | 619 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $95,840 | 626 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $140,687 | 677 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $149,105 | 838 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $263,001 | 1,107 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $370,808 | 1,310 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $513,959 | 1,344 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $440,672 | 1,624 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $485,088 | 1,624 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $738,328 | 1,890 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,099,784 | 2,151 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $866,851 | 2,248 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $881,905 | 2,330 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $1,058,336 | 2,906 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $1,009,197 | 3,150 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,078,822 | 3,859 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,453 | 9 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||