Skip to main content
Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

LOW holding history

Lowes Companies Inc in every 13F filed by Dougherty Wealth Advisers LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LOW overviewAll 13F holders of LOWFull Q2 2026 holdings

Shares (Q2 2026)
656
Value
$144.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of LOW by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026656$144.6K0.1%00.0%UnchangedHolders
Q1 2026656$155.0K0.1%00.0%UnchangedHolders
Q4 2025656$158.2K0.1%00.0%UnchangedHolders
Q3 2025656$164.9K0.1%00.0%UnchangedHolders
Q2 2025656$145.5K0.1%00.0%UnchangedHolders
Q1 2025656$153.0K0.1%00.0%UnchangedHolders
Q4 2024656$161.9K0.1%00.0%UnchangedHolders
Q3 2024656$177.7K0.1%−41−5.9%ReducedHolders
Q2 2024697$153.7K0.1%00.0%UnchangedHolders
Q1 2024697$177.5K0.2%−174−20.0%ReducedHolders
Q4 2023871$193.8K0.2%00.0%UnchangedHolders
Q3 2023871$181.0K0.2%00.0%UnchangedHolders
Q2 2023871$196.6K0.3%−95−9.8%ReducedHolders
Q1 2023966$193.2K0.3%00.0%UnchangedHolders
Q4 2022966$192.5K0.3%00.0%UnchangedHolders
Q3 2022966$181.0K0.4%00.0%UnchangedHolders
Q2 2022966$169.0K0.3%00.0%UnchangedHolders
Q1 2022966$195.0K0.3%00.0%UnchangedHolders
Q4 2021966$250.0K0.3%00.0%UnchangedHolders
Q3 2021966$196.0K0.3%00.0%UnchangedHolders
Q2 2021966$187.0K0.3%00.0%UnchangedHolders
Q1 2021966$184.0K0.3%––Holders

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