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Lowe Wealth Advisors, LLC: USMV position timeline

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

Lowe Wealth Advisors, LLC held 217,277 USMV 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 217,277 shares
    Change vs previous 13F -3,156 shares

    7.55% of the 13F portfolio, value $20,671,770.

    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 220,433 shares
    Change vs previous 13F +1,454 shares

    8.08% of the 13F portfolio, value $20,691,999.

    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 218,979 shares
    Change vs previous 13F -7,784 shares

    8.71% of the 13F portfolio, value $20,509,562.

    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 226,763 shares
    Change vs previous 13F -5,158 shares

    8.58% of the 13F portfolio, value $20,134,279.

    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 231,921 shares
    Change vs previous 13F +198 shares

    9.12% of the 13F portfolio, value $21,176,722.

    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 231,723 shares
    Change vs previous 13F -4,569 shares

    8.86% of the 13F portfolio, value $19,455,503.

    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 236,292 shares
    Change vs previous 13F -956 shares

    9.2% of the 13F portfolio, value $19,749,314.

    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 237,248 shares
    Change vs previous 13F not available

    9.16% of the 13F portfolio, value $18,512,463.

    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).