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LOWE BROCKENBROUGH & CO INC: SW position timeline

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

LOWE BROCKENBROUGH & CO INC held 0 SW shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -29,683 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 29,683 shares
    Change vs previous 13F -1,244 shares

    0.07% of the 13F portfolio, value $1,263,605.

    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).

  3. period ended2025-06-30
    13F 30,927 shares
    Change vs previous 13F -2,058 shares

    0.08% of the 13F portfolio, value $1,334,500.

    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).

  4. period ended2025-03-31
    13F 32,985 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,486,304.

    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).

  5. period ended2024-12-31
    13F 32,985 shares
    Change vs previous 13F -1,464 shares

    0.11% of the 13F portfolio, value $1,776,572.

    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).

  6. period ended2024-09-30
    13F 34,449 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,702,470.

    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).