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Disclosery

American Trust: LULU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of American Trust on LULU, newest first. How the timeline and the estimate are built.

American Trust held 0 LULU shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,446 shares

    13F-HR 0001905128-26-000002 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 3,446 shares
    Change vs previous 13F -28 shares

    0.05% of the 13F portfolio, value $613,147.

    13F-HR 0001905128-25-000010 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 3,474 shares
    Change vs previous 13F +484 shares

    0.08% of the 13F portfolio, value $825,353.

    13F-HR 0001905128-25-000007 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 2,990 shares
    Change vs previous 13F +90 shares

    0.21% of the 13F portfolio, value $846,349.

    13F-HR 0001905128-25-000004 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 2,900 shares
    Change vs previous 13F +6 shares

    0.08% of the 13F portfolio, value $1,108,989.

    13F-HR 0001905128-25-000002 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 2,894 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $785,287.

    13F-HR 0001905128-24-000008 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).