SWEENEY & MICHEL, LLC LVLU — LULUS FASHION LOUNGE HOLDING

Ownership history in SWEENEY & MICHEL, LLC  ·  8 quarters on record

AI Ownership Summary

SWEENEY & MICHEL, LLC reported LULUS FASHION LOUNGE HOLDING (LVLU) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.11% in 2026 Q3. The latest visible filing shows LVLU at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LVLU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SWEENEY & MICHEL, LLC's position in LULUS FASHION LOUNGE HOLDING, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

LVLU was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SWEENEY & MICHEL, LLC held LVLU — position size vs. price
% of Fund (quarterly)    LVLU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 31,317 -19,742 -38.7% 0.11% $400K 2026-10-16 $15.32
2025 Q1 UNCHANGED — — — 51,059 — 0% 0.01% $19K 2025-04-09 $6.42
2024 Q3 UNCHANGED — — — 51,059 — 0% 0.03% $81K 2024-10-21 $23.25
2024 Q2 UNCHANGED — — — 51,059 — 0% 0.04% $88K 2024-07-10 $25.80
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LVLU

As of 2026 Q3 — sorted by position size

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FAQ About SWEENEY & MICHEL, LLC and LVLU

These are the practical questions this page is built to answer before you even open the full history table.

How long has SWEENEY & MICHEL, LLC reported owning LVLU?

SWEENEY & MICHEL, LLC reported LVLU across 4 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported LVLU position in SWEENEY & MICHEL, LLC's portfolio?

The largest reported portfolio weight for LVLU was 0.11% in 2026 Q3.

What is the latest reported LVLU position on this page?

The most recent filing on this page is 2026 Q3, when SWEENEY & MICHEL, LLC reported 31,317 shares, equal to 0.11% of portfolio, with an estimated market value of $400K.

What does the chart on this LVLU ownership page compare?

The chart compares SWEENEY & MICHEL, LLC's quarterly LVLU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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