Position in LULU
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$56,062
-$149,245 QoQ
Shares Held
491
-63.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#619
of 847 holders
Holding Since
Sep 2025
4 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, 2026KERR FINANCIAL PLANNING Corp holds $104,144 across 3 Apparel Retail names. LULU ranks #1 (53.8% of the industry book) .
All Filings in LULU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,062 | 491 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $205,307 | 1,341 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $299,454 | 1,441 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $256,397 | 1,441 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||