Partners in Financial Planning

Position in LOW — Lowes Companies Inc

CIK 2054264 SALEM, VA

Position in LOW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$529,176

-$37,659 QoQ

Shares Held

2,400

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,636

of 2,639 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Partners in Financial Planning holds $529,176 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	2,400	$529,176

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$529,176	2,400	+0.0%	Shares	Sole	2026-08-10
2026-03-31	$566,835	2,399	+2.1%	Shares	Sole	2026-05-11
2025-12-31	$566,726	2,350	0.0%	Shares	Sole	2026-02-02
2025-09-30	$590,578	2,350	+0.0%	Shares	Sole	2025-11-10
2025-06-30	$521,172	2,349	+0.0%	Shares	Sole	2025-08-04
2025-03-31	$547,624	2,348	0.0%	Shares	Sole	2025-04-30
2024-12-31	$579,486	2,348	0.0%	Shares	Sole	2025-02-12
2024-09-30	$635,955	2,348	0.0%	Shares	Sole	2025-02-26
2024-06-30	$517,640	2,348	0.0%	Shares	Sole	2025-02-26
2024-03-31	$598,106	2,348	-4.1%	Shares	Sole	2025-02-26
2023-12-31	$544,802	2,448	0.0%	Shares	Sole	2025-02-26
2023-09-30	$508,792	2,448	+7.9%	Shares	Sole	2025-03-04
2023-06-30	$511,887	2,268	0.0%	Shares	Sole	2025-02-26
2023-03-31	$453,531	2,268	0.0%	Shares	Sole	2025-02-26
2022-12-31	$451,876	2,268	0.0%	Shares	Sole	2025-05-05
2022-09-30	$425,953	2,268	+0.0%	Shares	Sole	2025-05-05
2022-06-30	$395,976	2,267	+0.0%	Shares	Sole	2025-05-05
2022-03-31	$458,162	2,266	0.0%	Shares	Sole	2025-05-05
2021-12-31	$585,715	2,266	+5.9%	Shares	Sole	2025-05-05
2021-09-30	$434,120	2,140	0.0%	Shares	Sole	2025-05-05
2021-06-30	$415,095	2,140	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.