Position in LULU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,504
-$3,428 QoQ
Shares Held
92
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#684
of 847 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $130,604 across 3 Apparel Retail names. LULU ranks #2 (8.0% of the industry book) .
All Filings in LULU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,504 | 92 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,932 | 91 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $18,910 | 91 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $17,259 | 97 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $22,570 | 95 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $25,475 | 90 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||