Skip to content
Disclosery

Lowe Wealth Advisors, LLC: SMH position timeline

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

Lowe Wealth Advisors, LLC held 470 SMH 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 470 shares
    Change vs previous 13F -14 shares

    0.06% of the 13F portfolio, value $153,389.

    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 484 shares
    Change vs previous 13F +13 shares

    0.05% of the 13F portfolio, value $134,978.

    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 471 shares
    Change vs previous 13F -1,478 shares

    0.04% of the 13F portfolio, value $99,602.

    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 1,949 shares
    Change vs previous 13F -565 shares

    0.2% of the 13F portfolio, value $471,989.

    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 2,514 shares
    Change vs previous 13F -1,706 shares

    0.27% of the 13F portfolio, value $617,061.

    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 4,220 shares
    Change vs previous 13F -200 shares

    0.5% of the 13F portfolio, value $1,100,154.

    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 4,420 shares
    Change vs previous 13F -55 shares

    0.46% of the 13F portfolio, value $994,456.

    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 4,475 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $782,543.

    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).