Position in LULU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,138
-$63,448 QoQ
Shares Held
45
-90.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#719
of 847 holders
Holding Since
Jun 2021
11 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, 2026Ascentis Independent Advisors holds $46,128 across 3 Apparel Retail names. LULU ranks #3 (11.1% of the industry book) .
All Filings in LULU
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,138 | 45 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $68,586 | 448 | Shares | Sole | 2026-04-28 | |
| 2025-06-30 | $309,566 | 1,303 | Shares | Sole | 2025-07-14 | |
| 2024-12-31 | $243,212 | 636 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,628 | 6 | Shares | Sole | 2024-10-29 | |
| 2023-12-31 | $390,625 | 764 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $288,821 | 749 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $330,809 | 874 | Shares | Sole | 2023-07-19 | |
| 2021-12-31 | $302,199 | 772 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $347,232 | 858 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $315,334 | 864 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||