Position in LULU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$39,506
+$24,043 QoQ
Shares Held
346
+242.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#635
of 847 holders
Holding Since
Dec 2025
3 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, 2026Basepoint Wealth LLC holds $81,471 across 2 Apparel Retail names. LULU ranks #2 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
277 | $41,965 | |
| 2 | LULU |
lululemon athletica inc.
This page
|
346 | $39,506 |
All Filings in LULU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,506 | 346 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,463 | 101 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $20,988 | 101 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||