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LOWE BROCKENBROUGH & CO INC: IVV position timeline

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

LOWE BROCKENBROUGH & CO INC held 254,751 IVV 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 254,751 shares
    Change vs previous 13F -4,032 shares

    8.49% of the 13F portfolio, value $190,780,251.

    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 258,783 shares
    Change vs previous 13F -31,931 shares

    8.43% of the 13F portfolio, value $169,039,960.

    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 290,714 shares
    Change vs previous 13F +22,989 shares

    9.8% of the 13F portfolio, value $199,122,228.

    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 267,725 shares
    Change vs previous 13F +9,940 shares

    9.22% of the 13F portfolio, value $179,188,666.

    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 257,785 shares
    Change vs previous 13F +8,301 shares

    9% of the 13F portfolio, value $160,059,007.

    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 249,484 shares
    Change vs previous 13F +9,535 shares

    9.23% of the 13F portfolio, value $140,185,332.

    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 239,949 shares
    Change vs previous 13F +13,894 shares

    9.06% of the 13F portfolio, value $141,253,462.

    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 226,055 shares
    Change vs previous 13F not available

    8.32% of the 13F portfolio, value $130,393,324.

    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).