FOSTER & MOTLEY INC: TROW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOSTER & MOTLEY INC on TROW, newest first. How the timeline and the estimate are built.

FOSTER & MOTLEY INC held 12,877 TROW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 12,877 shares
Change vs previous 13F +1,436 shares
0.07% of the 13F portfolio, value $1,464,000.
13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY INC
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 11,441 shares
Change vs previous 13F +2,968 shares
0.05% of the 13F portfolio, value $1,031,000.
13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY INC
Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 8,473 shares
Change vs previous 13F +4,301 shares
0.05% of the 13F portfolio, value $867,000.
13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY INC
Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,172 shares
Change vs previous 13F +239 shares
0.02% of the 13F portfolio, value $428,000.
13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY INC
Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,933 shares
Change vs previous 13F -104 shares
0.02% of the 13F portfolio, value $380,000.
13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY INC
Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 4,037 shares
Change vs previous 13F -243 shares
0.02% of the 13F portfolio, value $371,000.
13F-HR 0001163902-25-000005 filed by FOSTER & MOTLEY INC
Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,280 shares
Change vs previous 13F -48 shares
0.03% of the 13F portfolio, value $484,000.
13F-HR 0001163902-25-000001 filed by FOSTER & MOTLEY INC
Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 4,328 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $471,000.
13F-HR 0001163902-24-000009 filed by FOSTER & MOTLEY INC
Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).