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Lowe Wealth Advisors, LLC: VYM position timeline

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

Lowe Wealth Advisors, LLC held 31,073 VYM 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 31,073 shares
    Change vs previous 13F +346 shares

    1.6% of the 13F portfolio, value $4,379,693.

    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 30,727 shares
    Change vs previous 13F +1,652 shares

    1.6% of the 13F portfolio, value $4,096,172.

    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 29,075 shares
    Change vs previous 13F +2,638 shares

    1.59% of the 13F portfolio, value $3,749,469.

    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 26,437 shares
    Change vs previous 13F +596 shares

    1.44% of the 13F portfolio, value $3,373,097.

    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 25,841 shares
    Change vs previous 13F +1,301 shares

    1.43% of the 13F portfolio, value $3,312,752.

    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 24,540 shares
    Change vs previous 13F -4,530 shares

    1.33% of the 13F portfolio, value $2,910,385.

    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 29,070 shares
    Change vs previous 13F -875 shares

    1.64% of the 13F portfolio, value $3,517,119.

    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 29,945 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $3,342,705.

    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).