New England Capital Financial Advisors LLC
Position in LULU — lululemon athletica inc.
CIK 1964652
MERIDEN, CT
Position in LULU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,653
-$940 QoQ
Shares Held
32
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#733
of 847 holders
Holding Since
Dec 2024
7 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, 2026New England Capital Financial Advisors LLC holds $132,524 across 3 Apparel Retail names. LULU ranks #3 (2.8% of the industry book) .
All Filings in LULU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,653 | 32 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,593 | 30 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,078 | 10 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $711 | 4 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $14,254 | 60 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,907 | 35 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,824 | 10 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||