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LOWE BROCKENBROUGH & CO INC: IXUS position timeline

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

LOWE BROCKENBROUGH & CO INC held 760,416 IXUS 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 760,416 shares
    Change vs previous 13F +24,965 shares

    3.23% of the 13F portfolio, value $72,574,103.

    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 735,451 shares
    Change vs previous 13F +29,707 shares

    3.18% of the 13F portfolio, value $63,719,475.

    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 705,744 shares
    Change vs previous 13F +50,812 shares

    2.94% of the 13F portfolio, value $59,734,172.

    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 654,932 shares
    Change vs previous 13F +43,174 shares

    2.78% of the 13F portfolio, value $54,084,285.

    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 611,758 shares
    Change vs previous 13F +28,779 shares

    2.66% of the 13F portfolio, value $47,295,011.

    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 582,979 shares
    Change vs previous 13F +6,023 shares

    2.68% of the 13F portfolio, value $40,697,764.

    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 576,956 shares
    Change vs previous 13F -4,471 shares

    2.45% of the 13F portfolio, value $38,159,870.

    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 581,427 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $42,229,043.

    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).