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Lowe Wealth Advisors, LLC: QQQ position timeline

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

Lowe Wealth Advisors, LLC held 44,139 QQQ 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 44,139 shares
    Change vs previous 13F -377 shares

    9.67% of the 13F portfolio, value $26,499,557.

    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 44,516 shares
    Change vs previous 13F -84 shares

    9.59% of the 13F portfolio, value $24,556,556.

    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 44,600 shares
    Change vs previous 13F -1,951 shares

    8.89% of the 13F portfolio, value $20,914,049.

    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 46,551 shares
    Change vs previous 13F -655 shares

    10.14% of the 13F portfolio, value $23,798,502.

    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 47,206 shares
    Change vs previous 13F -2,380 shares

    9.93% of the 13F portfolio, value $23,039,675.

    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 49,586 shares
    Change vs previous 13F -1,060 shares

    10.82% of the 13F portfolio, value $23,757,330.

    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 50,646 shares
    Change vs previous 13F -263 shares

    10.47% of the 13F portfolio, value $22,487,371.

    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 50,909 shares
    Change vs previous 13F not available

    10.32% of the 13F portfolio, value $20,848,245.

    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).