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Lowe Wealth Advisors, LLC: IYY position timeline

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

Lowe Wealth Advisors, LLC held 32,670 IYY 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 32,670 shares
    Change vs previous 13F -1,239 shares

    1.94% of the 13F portfolio, value $5,308,133.

    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 33,909 shares
    Change vs previous 13F -107 shares

    2% of the 13F portfolio, value $5,115,951.

    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 34,016 shares
    Change vs previous 13F -199 shares

    1.97% of the 13F portfolio, value $4,629,534.

    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 34,215 shares
    Change vs previous 13F -767 shares

    2.09% of the 13F portfolio, value $4,895,766.

    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 34,982 shares
    Change vs previous 13F -599 shares

    2.1% of the 13F portfolio, value $4,883,205.

    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 35,581 shares
    Change vs previous 13F -577 shares

    2.14% of the 13F portfolio, value $4,707,786.

    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 36,158 shares
    Change vs previous 13F -418 shares

    2.16% of the 13F portfolio, value $4,631,515.

    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 36,576 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $4,262,224.

    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).