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LOWE BROCKENBROUGH & CO INC: IWD position timeline

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

LOWE BROCKENBROUGH & CO INC held 864 IWD 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 864 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $209,460.

    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 864 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $184,611.

    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 864 shares
    Change vs previous 13F -2,880 shares

    0.01% of the 13F portfolio, value $181,734.

    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 3,744 shares
    Change vs previous 13F -269 shares

    0.04% of the 13F portfolio, value $762,241.

    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 4,013 shares
    Change vs previous 13F +200 shares

    0.04% of the 13F portfolio, value $779,445.

    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 3,813 shares
    Change vs previous 13F -364 shares

    0.05% of the 13F portfolio, value $717,454.

    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 4,177 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $773,288.

    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 4,177 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $792,795.

    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).