Skip to content
Disclosery

LOWE BROCKENBROUGH & CO INC: XLV position timeline

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

LOWE BROCKENBROUGH & CO INC held 87,807 XLV 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 87,807 shares
    Change vs previous 13F +3,603 shares

    0.62% of the 13F portfolio, value $13,932,603.

    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 84,204 shares
    Change vs previous 13F +2,203 shares

    0.62% of the 13F portfolio, value $12,345,148.

    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 82,001 shares
    Change vs previous 13F +5,131 shares

    0.62% of the 13F portfolio, value $12,693,755.

    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 76,870 shares
    Change vs previous 13F +4,813 shares

    0.55% of the 13F portfolio, value $10,697,998.

    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 72,057 shares
    Change vs previous 13F -5,362 shares

    0.55% of the 13F portfolio, value $9,712,563.

    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 77,419 shares
    Change vs previous 13F +5,830 shares

    0.74% of the 13F portfolio, value $11,303,948.

    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 71,589 shares
    Change vs previous 13F +39,360 shares

    0.63% of the 13F portfolio, value $9,848,499.

    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 32,229 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $4,963,911.

    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).