Dynamic Wealth Strategies, LLC
Position in LULU — lululemon athletica inc.
CIK 1812853
GRANITE BAY, CA
Position in LULU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$56,975
-$5,336 QoQ
Shares Held
499
+22.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#618
of 847 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $100,910 across 2 Apparel Retail names. LULU ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LULU |
lululemon athletica inc.
This page
|
499 | $56,975 | |
| 2 | TJX |
Tjx Companies Inc /De/
|
290 | $43,935 |
All Filings in LULU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,975 | 499 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $62,311 | 407 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $128,218 | 617 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $117,255 | 659 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $96,457 | 406 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $104,732 | 370 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||