INDEPENDENT FINANCIAL GROUP, LLC
Position in LULU — lululemon athletica inc.
CIK 275484
SAN DIEGO, CA
Position in LULU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$402,712
-$662,710 QoQ
Shares Held
3,527
-49.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#478
of 847 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $7,142,142 across 5 Apparel Retail names. LULU ranks #3 (5.6% of the industry book) .
All Filings in LULU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,712 | 3,527 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,065,422 | 6,959 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $658,134 | 3,167 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $507,634 | 2,853 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $778,312 | 3,276 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $926,455 | 3,273 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,409,180 | 3,685 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $637,129 | 2,348 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $426,842 | 1,429 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $442,606 | 1,133 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $2,837,659 | 5,550 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,835,117 | 4,759 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $1,273,652 | 3,365 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $1,303,436 | 3,579 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $1,243,074 | 3,880 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $1,046,393 | 3,743 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $1,004,567 | 3,685 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $1,065,375 | 2,917 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $2,633,284 | 6,727 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $3,025,537 | 7,476 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $2,222,667 | 6,090 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $1,901,602 | 6,200 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $2,354,422 | 6,765 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $1,686,374 | 5,120 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $946,014 | 3,032 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $515,955 | 2,722 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||