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Lowe Wealth Advisors, LLC

SEC CIK
0001574010
Latest filing
Oct 16, 2025

SLF holding history

Sun Life Financial Inc in every 13F filed by Lowe Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SLF overviewAll 13F holders of SLFFull Q3 2025 holdings

Shares (Q3 2025)
1,279
Value
$76.8K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of SLF by Lowe Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20251,279$76.8K<0.1%00.0%UnchangedHolders
Q2 20251,279$85.0K<0.1%−263−17.1%ReducedHolders
Q1 20251,542$88.3K<0.1%+2+0.1%AddedHolders
Q4 20241,540$91.4K<0.1%+2+0.1%AddedHolders
Q3 20241,538$89.2K<0.1%+3+0.2%AddedHolders
Q2 20241,535$75.2K<0.1%+2+0.1%AddedHolders
Q1 20241,533$83.7K<0.1%+2+0.1%AddedHolders
Q4 20231,531$79.4K<0.1%+2+0.1%AddedHolders
Q3 20231,529$74.6K<0.1%+2+0.1%AddedHolders
Q2 20231,527$79.6K<0.1%+2+0.1%AddedHolders
Q1 20231,525$71.2K<0.1%+2+0.1%AddedHolders
Q4 20221,523$70.7K<0.1%+215+16.4%AddedHolders
Q3 20221,308$52.0K<0.1%+2+0.2%AddedHolders
Q2 20221,306$60.0K<0.1%+2+0.2%AddedHolders
Q1 20221,304$73.0K<0.1%+2+0.2%AddedHolders
Q4 20211,302$73.0K<0.1%+1+0.1%AddedHolders
Q3 20211,301$67.0K<0.1%+2+0.2%AddedHolders
Q2 20211,299$67.0K<0.1%+1+0.1%AddedHolders
Q1 20211,298$66.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.