LOWE BROCKENBROUGH & CO INC: AMT position timeline

LOWE BROCKENBROUGH & CO INC held 50,829 AMT 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 50,829 shares

   Change vs previous 13F +1,476 shares

   0.37% of the 13F portfolio, value $8,315,120.

   13F-HR 0001398344-26-013315 filed by LOWE BROCKENBROUGH & CO INC
   Filed 2026-08-03 (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).

2. period ended2026-03-31

   13F 49,353 shares

   Change vs previous 13F +3,187 shares

   0.42% of the 13F portfolio, value $8,517,341.

   13F-HR 0001398344-26-008674 filed by LOWE BROCKENBROUGH & CO INC
   Filed 2026-05-07 (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).

3. period ended2025-12-31

   13F 46,166 shares

   Change vs previous 13F -3,070 shares

   0.4% of the 13F portfolio, value $8,105,365.

   13F-HR 0001398344-26-002713 filed by LOWE BROCKENBROUGH & CO INC
   Filed 2026-02-11 (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).

4. period ended2025-09-30

   13F 49,236 shares

   Change vs previous 13F +2,841 shares

   0.49% of the 13F portfolio, value $9,469,068.

   13F-HR 0001398344-25-020376 filed by LOWE BROCKENBROUGH & CO INC
   Filed 2025-11-05 (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).

5. period ended2025-06-30

   13F 46,395 shares

   Change vs previous 13F not available

   0.58% of the 13F portfolio, value $10,254,223.

   13F-HR 0001398344-25-014939 filed by LOWE BROCKENBROUGH & CO INC
   Filed 2025-08-11 (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).