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LOWE BROCKENBROUGH & CO INC: WFC position timeline

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

LOWE BROCKENBROUGH & CO INC held 54,820 WFC 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 54,820 shares
    Change vs previous 13F -696 shares

    0.2% of the 13F portfolio, value $4,530,325.

    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 55,516 shares
    Change vs previous 13F -847 shares

    0.22% of the 13F portfolio, value $4,419,629.

    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 56,363 shares
    Change vs previous 13F +336 shares

    0.26% of the 13F portfolio, value $5,253,032.

    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 56,027 shares
    Change vs previous 13F -615 shares

    0.24% of the 13F portfolio, value $4,696,183.

    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 56,642 shares
    Change vs previous 13F +2 shares

    0.26% of the 13F portfolio, value $4,538,157.

    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 56,640 shares
    Change vs previous 13F +27 shares

    0.27% of the 13F portfolio, value $4,066,186.

    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 56,613 shares
    Change vs previous 13F -422 shares

    0.25% of the 13F portfolio, value $3,976,497.

    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 57,035 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,221,907.

    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).