WealthPlan Investment Management, LLC
Position in LULU — lululemon athletica inc.
CIK 1929986
OMAHA, NE
Position in LULU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$220,253
-$128,355 QoQ
Shares Held
1,929
-15.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#570
of 847 holders
Holding Since
Sep 2023
12 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, 2026WealthPlan Investment Management, LLC holds $1,359,227 across 3 Apparel Retail names. LULU ranks #3 (16.2% of the industry book) .
All Filings in LULU
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,253 | 1,929 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $348,608 | 2,277 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $839,760 | 4,041 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,726,810 | 9,705 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,360,832 | 9,937 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,164,559 | 7,647 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,304,020 | 6,025 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,380,900 | 5,089 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $977,047 | 3,271 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $988,735 | 2,531 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,170,342 | 2,289 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $803,225 | 2,083 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||