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LOWE BROCKENBROUGH & CO INC: XLP position timeline

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

LOWE BROCKENBROUGH & CO INC held 9,236 XLP 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 9,236 shares
    Change vs previous 13F -306 shares

    0.03% of the 13F portfolio, value $767,787.

    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 9,542 shares
    Change vs previous 13F -1,819 shares

    0.04% of the 13F portfolio, value $782,253.

    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 11,361 shares
    Change vs previous 13F +2,369 shares

    0.04% of the 13F portfolio, value $882,522.

    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 8,992 shares
    Change vs previous 13F -1,875 shares

    0.04% of the 13F portfolio, value $704,703.

    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 10,867 shares
    Change vs previous 13F -46,468 shares

    0.05% of the 13F portfolio, value $879,901.

    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 57,335 shares
    Change vs previous 13F -2,874 shares

    0.31% of the 13F portfolio, value $4,682,549.

    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 60,209 shares
    Change vs previous 13F +6,521 shares

    0.3% of the 13F portfolio, value $4,733,029.

    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 53,688 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,456,104.

    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).