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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

LULU holding history

lululemon athletica inc. in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LULU overviewAll 13F holders of LULUFull Q2 2026 holdings

Shares (Q2 2026)
30
Value
$3.42K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of LULU by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630$3.42K<0.1%00.0%UnchangedHolders
Q1 202630$4.59K<0.1%00.0%UnchangedHolders
Q4 202530$6.23K<0.1%−21−41.2%ReducedHolders
Q3 202551$9.07K<0.1%+30+142.9%AddedHolders
Q2 202521$4.99K<0.1%00.0%UnchangedHolders
Q1 202521$5.94K<0.1%−12−36.4%ReducedHolders
Q4 202433$12.6K<0.1%−11−25.0%ReducedHolders
Q3 202444$11.9K<0.1%00.0%UnchangedHolders
Q2 202444$13.1K<0.1%+27+158.8%AddedHolders
Q1 202417$6.64K<0.1%00.0%UnchangedHolders
Q4 202317$8.69K<0.1%−50−74.6%ReducedHolders
Q3 202367$25.8K<0.1%00.0%UnchangedHolders
Q2 202367$25.4K<0.1%00.0%UnchangedHolders
Q1 202367$24.4K<0.1%+10+17.5%AddedHolders
Q4 202257$18.3K<0.1%−60−51.3%ReducedHolders
Q3 2022117$32.7K<0.1%−326−73.6%ReducedHolders
Q2 2022443$121.0K<0.1%+276+165.3%AddedHolders
Q1 2022167$61.0K<0.1%+5+3.1%AddedHolders
Q4 2021162$63.0K<0.1%00.0%UnchangedHolders
Q3 2021162$65.6K<0.1%+50+44.6%AddedHolders
Q2 2021112$40.9K<0.1%00.0%UnchangedHolders
Q1 2021112$34.4K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.