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LOWE BROCKENBROUGH & CO INC: IWV position timeline

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

LOWE BROCKENBROUGH & CO INC held 12,814 IWV 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 12,814 shares
    Change vs previous 13F +142 shares

    0.24% of the 13F portfolio, value $5,463,890.

    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 12,672 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $4,697,257.

    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 12,672 shares
    Change vs previous 13F -6,425 shares

    0.24% of the 13F portfolio, value $4,902,163.

    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 19,097 shares
    Change vs previous 13F -667 shares

    0.37% of the 13F portfolio, value $7,236,617.

    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 19,764 shares
    Change vs previous 13F +15,865 shares

    0.39% of the 13F portfolio, value $6,937,164.

    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 3,899 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,238,478.

    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 3,899 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,303,241.

    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 3,899 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,273,920.

    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).