Skip to content
Disclosery

Lowe Wealth Advisors, LLC: TCAF position timeline

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

Lowe Wealth Advisors, LLC held 26,988 TCAF 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 26,988 shares
    Change vs previous 13F +1,214 shares

    0.37% of the 13F portfolio, value $1,017,448.

    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 25,774 shares
    Change vs previous 13F +7,402 shares

    0.35% of the 13F portfolio, value $909,307.

    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 18,372 shares
    Change vs previous 13F +1,799 shares

    0.25% of the 13F portfolio, value $593,048.

    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 16,573 shares
    Change vs previous 13F +628 shares

    0.23% of the 13F portfolio, value $551,384.

    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 15,945 shares
    Change vs previous 13F +3,415 shares

    0.23% of the 13F portfolio, value $530,171.

    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 12,530 shares
    Change vs previous 13F +5,287 shares

    0.18% of the 13F portfolio, value $393,567.

    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 7,243 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $218,956.

    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).