Position in LOW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$219,387
-$13,585 QoQ
Shares Held
995
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#2,273
of 2,642 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Prosperity Planning, Inc. holds $219,387 across 1 Home Improvement Retail name. LOW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
995 | $219,387 |
All Filings in LOW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,387 | 995 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $232,972 | 986 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $237,783 | 986 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $247,791 | 986 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $218,763 | 986 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $229,964 | 986 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $243,344 | 986 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $267,058 | 986 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $217,373 | 986 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $251,163 | 986 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $219,434 | 986 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $204,930 | 986 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $222,540 | 986 | Shares | Sole | 2023-07-13 | |
| 2021-12-31 | $254,861 | 986 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $200,019 | 986 | Shares | Sole | 2021-10-08 | |
| No filing history on record for this holder in this stock. | ||||||