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Colonial Trust Advisors: LULU position timeline

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

Colonial Trust Advisors held 111 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111 shares
    Change vs previous 13F -456 shares

    <0.01% of the 13F portfolio, value $12,674.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 101 shares
    • Colonial Trust Co / SC: 10 shares

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

  2. period ended2026-03-31
    13F 567 shares
    Change vs previous 13F -121 shares

    <0.01% of the 13F portfolio, value $86,808.

    13F-HR 0001398344-26-009002 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 259 shares
    • Colonial Trust Co / SC: 308 shares

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

  3. period ended2025-12-31
    13F 688 shares
    Change vs previous 13F -1,703 shares

    0.01% of the 13F portfolio, value $142,974.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 375 shares
    • Colonial Trust Co / SC: 313 shares

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

  4. period ended2025-09-30
    13F 2,391 shares
    Change vs previous 13F -1,458 shares

    0.02% of the 13F portfolio, value $425,386.

    13F-HR 0001398344-25-020619 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,180 shares
    • Colonial Trust Co / SC: 1,211 shares

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

  5. period ended2025-06-30
    13F 3,849 shares
    Change vs previous 13F -67 shares

    0.05% of the 13F portfolio, value $914,327.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,105 shares
    • Colonial Trust Co / SC: 1,744 shares

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

  6. period ended2025-03-31
    13F 3,916 shares
    Change vs previous 13F -576 shares

    0.06% of the 13F portfolio, value $1,108,533.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,294 shares
    • Colonial Trust Co / SC: 1,622 shares

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

  7. period ended2024-12-31
    13F 4,492 shares
    Change vs previous 13F -151 shares

    0.1% of the 13F portfolio, value $1,717,881.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,755 shares
    • Colonial Trust Co / SC: 1,737 shares

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

  8. period ended2024-09-30
    13F 4,643 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,259,946.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,942 shares
    • Colonial Trust Co / SC: 1,701 shares

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