Position in LULU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$15,071
-$5,138 QoQ
Shares Held
132
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#666
of 847 holders
Holding Since
Mar 2024
4 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, 2026GoalVest Advisory LLC holds $132,916 across 3 Apparel Retail names. LULU ranks #2 (11.3% 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 | $15,071 | 132 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $20,209 | 132 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $27,430 | 132 | Shares | Sole | 2026-01-05 | |
| 2024-03-31 | $1,953 | 5 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||