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Lowe Wealth Advisors, LLC: SPY position timeline

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

Lowe Wealth Advisors, LLC held 125,140 SPY 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 125,140 shares
    Change vs previous 13F -2,164 shares

    30.43% of the 13F portfolio, value $83,365,501.

    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 127,304 shares
    Change vs previous 13F +338 shares

    30.71% of the 13F portfolio, value $78,655,015.

    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 126,966 shares
    Change vs previous 13F -3,122 shares

    30.18% of the 13F portfolio, value $71,023,655.

    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 130,088 shares
    Change vs previous 13F -1,921 shares

    32.49% of the 13F portfolio, value $76,242,209.

    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 132,009 shares
    Change vs previous 13F -1,415 shares

    32.63% of the 13F portfolio, value $75,741,648.

    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 133,424 shares
    Change vs previous 13F -2,340 shares

    33.08% of the 13F portfolio, value $72,611,804.

    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 135,764 shares
    Change vs previous 13F -906 shares

    33.07% of the 13F portfolio, value $71,014,085.

    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 136,670 shares
    Change vs previous 13F not available

    32.14% of the 13F portfolio, value $64,960,509.

    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).