LOWE BROCKENBROUGH & CO INC: SOXX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOWE BROCKENBROUGH & CO INC on SOXX, newest first. How the timeline and the estimate are built.
LOWE BROCKENBROUGH & CO INC held 37,319 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 37,319 sharesChange vs previous 13F +4,627 shares
1.06% of the 13F portfolio, value $23,908,561.
13F-HR 0001398344-26-013315 filed by LOWE BROCKENBROUGH & CO INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 32,692 sharesChange vs previous 13F -892 shares
0.54% of the 13F portfolio, value $10,744,553.
13F-HR 0001398344-26-008674 filed by LOWE BROCKENBROUGH & CO INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 33,584 sharesChange vs previous 13F +592 shares
0.5% of the 13F portfolio, value $10,113,822.
13F-HR 0001398344-26-002713 filed by LOWE BROCKENBROUGH & CO INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 32,992 sharesChange vs previous 13F +222 shares
0.46% of the 13F portfolio, value $8,944,791.
13F-HR 0001398344-25-020376 filed by LOWE BROCKENBROUGH & CO INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 32,770 sharesChange vs previous 13F -196 shares
0.44% of the 13F portfolio, value $7,822,199.
13F-HR 0001398344-25-014939 filed by LOWE BROCKENBROUGH & CO INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 32,966 sharesChange vs previous 13F +350 shares
0.41% of the 13F portfolio, value $6,203,212.
13F-HR 0001398344-25-009243 filed by LOWE BROCKENBROUGH & CO INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,616 sharesChange vs previous 13F +557 shares
0.45% of the 13F portfolio, value $7,028,422.
13F-HR 0001398344-25-002398 filed by LOWE BROCKENBROUGH & CO INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 32,059 sharesChange vs previous 13F not available
0.47% of the 13F portfolio, value $7,392,485.
13F-HR 0001398344-24-019524 filed by LOWE BROCKENBROUGH & CO INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).