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LOWE BROCKENBROUGH & CO INC: UL position timeline

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

LOWE BROCKENBROUGH & CO INC held 138,103 UL 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 138,103 shares
    Change vs previous 13F +5,949 shares

    0.37% of the 13F portfolio, value $8,302,752.

    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 132,154 shares
    Change vs previous 13F +2,594 shares

    0.38% of the 13F portfolio, value $7,528,813.

    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 129,560 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $8,473,246.

    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).