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LOWE BROCKENBROUGH & CO INC: IJR position timeline

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

LOWE BROCKENBROUGH & CO INC held 270,876 IJR 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 270,876 shares
    Change vs previous 13F +6,275 shares

    1.79% of the 13F portfolio, value $40,172,385.

    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 264,601 shares
    Change vs previous 13F +8,198 shares

    1.64% of the 13F portfolio, value $32,892,550.

    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 256,403 shares
    Change vs previous 13F +16,737 shares

    1.52% of the 13F portfolio, value $30,814,573.

    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 239,666 shares
    Change vs previous 13F +10,164 shares

    1.47% of the 13F portfolio, value $28,479,511.

    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 229,502 shares
    Change vs previous 13F +11,988 shares

    1.41% of the 13F portfolio, value $25,082,274.

    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 217,514 shares
    Change vs previous 13F +6,032 shares

    1.5% of the 13F portfolio, value $22,745,439.

    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 211,482 shares
    Change vs previous 13F +9,118 shares

    1.56% of the 13F portfolio, value $24,366,956.

    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 202,364 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $23,668,493.

    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).