Position in LULU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,134
-$7,490 QoQ
Shares Held
80
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#694
of 847 holders
Holding Since
Jun 2025
4 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, 2026Concord Wealth Partners holds $2,482,390 across 3 Apparel Retail names. LULU ranks #3 (0.4% of the industry book) .
All Filings in LULU
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,134 | 80 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $16,624 | 80 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $14,234 | 80 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $19,006 | 80 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||