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Lowe Wealth Advisors, LLC Historic Quarter Change: Foreign Stocks, New

Lowe Wealth Advisors, LLC historic quarter change: Foreign Stocks, New

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 14 quarters from 2014-12-31 to 2025-09-30, Lowe Wealth Advisors, LLC opened 9 positions, added to 7, reduced 1 and sold out of 4.

  • Q2 2025: Stock TEVA; Country of operation —; Class COM; Shares before 0.
  • Q1 2025: Stock TM; Country of operation —; Class ADS; Shares before 0.
  • Q1 2025: Stock NVS; Country of operation —; Class SPONSORED ADR; Shares before 0.
  • Q1 2025: Stock IMCR; Country of operation —; Class ADS; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1574010), 14 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-02); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-09); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-19); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-03); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-12-04); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-12-04); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-12-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2015-09-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2025TEVA
Teva Pharmaceutical Industries Ltd
COM068+68$0$1,138+$1,1382025-07-08
Q1 2025TM
TOYOTA MOTOR CORP -SPON ADR
ADS0100+100$0$17,653+$17,6532025-04-08
Q1 2025NVS
NOVARTIS AG-ADR
SPONSORED ADR0150+150$0$16,722+$16,7222025-04-08
Q1 2025IMCR
Immunocore Holdings PLC ADR
ADS0330+330$0$9,791+$9,7912025-04-08
Q2 2024VALE
Vale SA
SPONSORED ADS03,995+3,995$0$44,624+$44,6242024-07-09
Q2 2016NVS
NOVARTIS AG-ADR
ADR021+21$0$2,000+$2,0002016-07-19
Q2 2016VOD
Vodafone Group PLC
ADR040+40$0$1,000+$1,0002016-07-19
Q1 2016NOK
Nokia Oyj
ADR035+35$0$0$02016-04-11
Q3 2015SAP
SAP SE ADR
ADR0100+100$0$6,000+$6,0002015-12-04

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