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LOWE BROCKENBROUGH & CO INC: ACWI position timeline

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

LOWE BROCKENBROUGH & CO INC held 542,352 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 542,352 shares
    Change vs previous 13F -98,875 shares

    3.79% of the 13F portfolio, value $85,132,993.

    13F-HR 0001398344-26-013315 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 641,227 shares
    Change vs previous 13F -7,775 shares

    4.42% of the 13F portfolio, value $88,726,580.

    13F-HR 0001398344-26-008674 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 649,002 shares
    Change vs previous 13F -61,693 shares

    4.52% of the 13F portfolio, value $91,827,293.

    13F-HR 0001398344-26-002713 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 710,695 shares
    Change vs previous 13F +212,000 shares

    5.05% of the 13F portfolio, value $98,246,477.

    13F-HR 0001398344-25-020376 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 498,695 shares
    Change vs previous 13F +421,725 shares

    3.61% of the 13F portfolio, value $64,132,177.

    13F-HR 0001398344-25-014939 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 76,970 shares
    Change vs previous 13F -2,950 shares

    0.59% of the 13F portfolio, value $8,958,538.

    13F-HR 0001398344-25-009243 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 79,920 shares
    Change vs previous 13F -2,100 shares

    0.6% of the 13F portfolio, value $9,390,600.

    13F-HR 0001398344-25-002398 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 82,020 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $9,805,491.

    13F-HR 0001398344-24-019524 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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