Position in LULU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,705
-$3,308 QoQ
Shares Held
85
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#689
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, 2026Asset Planning,Inc holds $291,040 across 2 Apparel Retail names. LULU ranks #2 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
1,857 | $281,335 | |
| 2 | LULU |
lululemon athletica inc.
This page
|
85 | $9,705 |
All Filings in LULU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,705 | 85 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $13,013 | 85 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $17,663 | 85 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $15,124 | 85 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $20,194 | 85 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $24,060 | 85 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $32,504 | 85 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||