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LOWE BROCKENBROUGH & CO INC: XLC position timeline

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

LOWE BROCKENBROUGH & CO INC held 33,890 XLC 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 33,890 shares
    Change vs previous 13F -905 shares

    0.16% of the 13F portfolio, value $3,630,636.

    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 34,795 shares
    Change vs previous 13F -404 shares

    0.19% of the 13F portfolio, value $3,857,374.

    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 35,199 shares
    Change vs previous 13F -1,140 shares

    0.2% of the 13F portfolio, value $4,143,626.

    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 36,339 shares
    Change vs previous 13F -88 shares

    0.22% of the 13F portfolio, value $4,301,447.

    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 36,427 shares
    Change vs previous 13F -1,182 shares

    0.22% of the 13F portfolio, value $3,953,422.

    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 37,609 shares
    Change vs previous 13F -306 shares

    0.24% of the 13F portfolio, value $3,627,388.

    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 37,915 shares
    Change vs previous 13F -55 shares

    0.24% of the 13F portfolio, value $3,670,551.

    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 37,970 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,432,488.

    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).