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Wagner Wealth Management, LLC: LOWV position timeline

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

Wagner Wealth Management, LLC held 168,419 LOWV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,419 shares
    Change vs previous 13F +6,729 shares

    2.48% of the 13F portfolio, value $13,407,815.

    13F-HR 0001398344-26-012623 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 161,690 shares
    Change vs previous 13F +7,960 shares

    2.41% of the 13F portfolio, value $11,945,688.

    13F-HR 0001398344-26-007056 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 153,730 shares
    Change vs previous 13F +5,239 shares

    2.56% of the 13F portfolio, value $12,046,309.

    13F-HR 0001398344-26-001683 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 148,491 shares
    Change vs previous 13F +6,796 shares

    2.71% of the 13F portfolio, value $11,673,622.

    13F-HR 0001398344-25-019410 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 141,695 shares
    Change vs previous 13F +9,851 shares

    2.43% of the 13F portfolio, value $10,642,946.

    13F-HR 0001398344-25-013237 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 131,844 shares
    Change vs previous 13F +8,475 shares

    2.29% of the 13F portfolio, value $9,196,087.

    13F-HR 0001398344-25-007278 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 123,369 shares
    Change vs previous 13F +9,704 shares

    2.24% of the 13F portfolio, value $8,687,493.

    13F-HR 0001398344-25-001312 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 113,665 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $7,974,008.

    13F-HR 0001398344-24-018774 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).