Center for Financial Planning, Inc.
Position in LULU — lululemon athletica inc.
CIK 1803557
SOUTHFIED, MI
Position in LULU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$219,796
-$10,925 QoQ
Shares Held
1,925
+27.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#133
of 270 holders
Holding Since
Sep 2020
21 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, 2026Center for Financial Planning, Inc. holds $693,015 across 4 Apparel Retail names. LULU ranks #2 (31.7% of the industry book) .
All Filings in LULU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,796 | 1,925 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $230,721 | 1,507 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $189,522 | 912 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $99,996 | 562 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $104,535 | 440 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $112,657 | 398 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $98,661 | 258 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $13,567 | 50 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $38,831 | 130 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $50,784 | 130 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $25,564 | 50 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $19,280 | 50 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $18,925 | 50 | Shares | Sole | 2023-08-09 | |
| 2022-06-30 | $4,089 | 15 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,478 | 15 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $5,871 | 15 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $12,141 | 30 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $10,949 | 30 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $9,201 | 30 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $10,440 | 30 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $9,881 | 30 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||