Skip to content
Disclosery

Lowe Wealth Advisors, LLC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lowe Wealth Advisors, LLC on IWM, newest first. How the timeline and the estimate are built.

Lowe Wealth Advisors, LLC held 449 IWM shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 449 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $108,519.

    13F-HR 0001574010-25-000006 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 449 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $96,782.

    13F-HR 0001574010-25-000003 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 449 shares
    Change vs previous 13F -7 shares

    0.04% of the 13F portfolio, value $89,471.

    13F-HR 0001574010-25-000002 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 456 shares
    Change vs previous 13F +431 shares

    0.04% of the 13F portfolio, value $100,647.

    13F-HR 0001574010-25-000001 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 25 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $5,522.

    13F-HR 0001574010-24-000005 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 45 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $9,130.

    13F-HR 0001574010-24-000003 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 49 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $10,305.

    13F-HR 0001574010-24-000002 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 49 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,835.

    13F-HR 0001574010-24-000001 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).