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LOWE BROCKENBROUGH & CO INC: SHV position timeline

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

LOWE BROCKENBROUGH & CO INC held 30,772 SHV 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 30,772 shares
    Change vs previous 13F -70 shares

    0.15% of the 13F portfolio, value $3,395,690.

    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 30,842 shares
    Change vs previous 13F -4,439 shares

    0.17% of the 13F portfolio, value $3,404,648.

    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 35,281 shares
    Change vs previous 13F -2,505 shares

    0.19% of the 13F portfolio, value $3,886,202.

    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 37,786 shares
    Change vs previous 13F -3,464 shares

    0.21% of the 13F portfolio, value $4,174,975.

    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 41,250 shares
    Change vs previous 13F -28,963 shares

    0.26% of the 13F portfolio, value $4,554,825.

    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 70,213 shares
    Change vs previous 13F -5,050 shares

    0.51% of the 13F portfolio, value $7,755,728.

    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 75,263 shares
    Change vs previous 13F -3,020 shares

    0.53% of the 13F portfolio, value $8,287,209.

    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 78,283 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $8,660,448.

    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).