Position in LULU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$456
-$921 QoQ
Shares Held
4
-55.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#807
of 842 holders
Holding Since
Dec 2023
7 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, 2026Bruce G. Allen Investments, LLC holds $250,158 across 6 Apparel Retail names. LULU ranks #5 (0.2% of the industry book) .
All Filings in LULU
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456 | 4 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,377 | 9 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,078 | 10 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,067 | 6 | Shares | Sole | 2025-10-30 | |
| 2024-06-30 | $298 | 1 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $390 | 1 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,556 | 5 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||