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LOWE BROCKENBROUGH & CO INC: NEAR position timeline

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

LOWE BROCKENBROUGH & CO INC held 104,614 NEAR 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 104,614 shares
    Change vs previous 13F -25,305 shares

    0.24% of the 13F portfolio, value $5,299,745.

    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 129,919 shares
    Change vs previous 13F -1,858 shares

    0.33% of the 13F portfolio, value $6,604,432.

    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 131,777 shares
    Change vs previous 13F -9,640 shares

    0.33% of the 13F portfolio, value $6,733,805.

    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 141,417 shares
    Change vs previous 13F +2,740 shares

    0.37% of the 13F portfolio, value $7,251,864.

    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 138,677 shares
    Change vs previous 13F +25,150 shares

    0.4% of the 13F portfolio, value $7,086,395.

    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 113,527 shares
    Change vs previous 13F -7,300 shares

    0.38% of the 13F portfolio, value $5,775,118.

    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 120,827 shares
    Change vs previous 13F +2,842 shares

    0.39% of the 13F portfolio, value $6,101,764.

    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 117,985 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $6,045,551.

    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).