Position in LULU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$685
+$684 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#775
of 820 holders
Holding Since
Mar 2020
11 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, 2026VALLEY NATIONAL ADVISERS INC holds $408,808 across 6 Apparel Retail names. LULU ranks #4 (0.2% of the industry book) .
All Filings in LULU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685 | 6 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $1 | 6 | Shares | Sole | 2026-01-23 | |
| 2025-03-31 | $1 | 4 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1 | 3 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,070 | 15 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2 | 9 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $16,016 | 41 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $25,053 | 49 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3 | 7 | Shares | Sole | 2023-11-13 | |
| 2021-03-31 | $1,840 | 6 | Shares | Sole | 2021-05-07 | |
| 2020-03-31 | $4,738 | 25 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||