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LOWE BROCKENBROUGH & CO INC: AGG position timeline

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

LOWE BROCKENBROUGH & CO INC held 678,593 AGG 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 678,593 shares
    Change vs previous 13F +194,895 shares

    2.99% of the 13F portfolio, value $67,168,188.

    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 483,698 shares
    Change vs previous 13F +38,531 shares

    2.39% of the 13F portfolio, value $48,016,700.

    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 445,167 shares
    Change vs previous 13F +66,280 shares

    2.19% of the 13F portfolio, value $44,463,304.

    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 378,887 shares
    Change vs previous 13F -162,394 shares

    1.95% of the 13F portfolio, value $37,983,422.

    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 541,281 shares
    Change vs previous 13F +365,606 shares

    3.02% of the 13F portfolio, value $53,695,075.

    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 175,675 shares
    Change vs previous 13F +21,117 shares

    1.14% of the 13F portfolio, value $17,377,771.

    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 154,558 shares
    Change vs previous 13F -4,934 shares

    0.96% of the 13F portfolio, value $14,976,670.

    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 159,492 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $16,151,755.

    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).