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Lowe Wealth Advisors, LLC: YEAR position timeline

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

Lowe Wealth Advisors, LLC held 27,174 YEAR 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 27,174 shares
    Change vs previous 13F -437 shares

    0.5% of the 13F portfolio, value $1,377,043.

    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 27,611 shares
    Change vs previous 13F +1,101 shares

    0.55% of the 13F portfolio, value $1,398,773.

    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 26,510 shares
    Change vs previous 13F +2,835 shares

    0.57% of the 13F portfolio, value $1,341,671.

    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 23,675 shares
    Change vs previous 13F +1,522 shares

    0.51% of the 13F portfolio, value $1,192,036.

    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 22,153 shares
    Change vs previous 13F +773 shares

    0.49% of the 13F portfolio, value $1,126,369.

    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 21,380 shares
    Change vs previous 13F +1,520 shares

    0.49% of the 13F portfolio, value $1,080,011.

    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 19,860 shares
    Change vs previous 13F +4,765 shares

    0.47% of the 13F portfolio, value $1,003,327.

    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 15,095 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $759,128.

    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).