Position in LULU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$228
-$78 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#802
of 820 holders
Holding Since
Dec 2024
6 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, 2026Whipplewood Advisors, LLC holds $37,327 across 5 Apparel Retail names. LULU ranks #5 (0.6% of the industry book) .
All Filings in LULU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228 | 2 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $306 | 2 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $415 | 2 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $5,939 | 25 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $9,341 | 14,682 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $12,619 | 33 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||