Skip to main content
Equibles

INDEPENDENT FINANCIAL GROUP, LLC

Position in LULU — lululemon athletica inc.

CIK 275484 SAN DIEGO, CA
Back to LULU Full portfolio

Position in LULU

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$1,065,422
+$407,288 QoQ
Shares Held
6,959
+119.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in LULU Over Time

Shares Held

Position Value (USD)

Position in Apparel Retail

Consumer Cyclical · as of Mar 31, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $9,344,890 across 5 Apparel Retail names. LULU ranks #3 (11.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TJX
Tjx Companies Inc /De/
 39,996 $6,387,361
2 CRI
Carters Inc
 39,300 $1,405,368
3 LULU
lululemon athletica inc.
This page 		6,959 $1,065,422
4 GAP
Gap Inc
 11,269 $272,709
5 ROST
Ross Stores, Inc.
 988 $214,030

All Filings in LULU

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,065,422 6,959
2025-12-31 $658,134 3,167
2025-09-30 $507,634 2,853
2025-06-30 $778,312 3,276
2025-03-31 $926,455 3,273
2024-12-31 $1,409,180 3,685
2024-09-30 $637,129 2,348
2024-06-30 $426,842 1,429
2024-03-31 $442,606 1,133
2023-12-31 $2,837,659 5,550
2023-09-30 $1,835,117 4,759
2023-06-30 $1,273,652 3,365
2023-03-31 $1,303,436 3,579
2022-12-31 $1,243,074 3,880
2022-09-30 $1,046,393 3,743
2022-06-30 $1,004,567 3,685
2022-03-31 $1,065,375 2,917
2021-12-31 $2,633,284 6,727
2021-09-30 $3,025,537 7,476
2021-06-30 $2,222,667 6,090
2021-03-31 $1,901,602 6,200
2020-12-31 $2,354,422 6,765
2020-09-30 $1,686,374 5,120
2020-06-30 $946,014 3,032
2020-03-31 $515,955 2,722

Report a Problem

Category
Description
Email (optional, for follow-up)