LOWERY THOMAS, LLC

Business address
3975 Ronda Road, Pebble Beach, CA, 93953
Top securities (13F)
SCHG, VOO, QQQM, FNDX, SPY, QQQ, IWF, SCHV, SMH, IWB, IWO, JEPI, BND, VUSB, FLDR, XMMO, SCHZ, SCHO, SPYG, and IWP
State of incorporation
CA
Fiscal year end
31 December
⭐ Add to watchlist ⭐
LOWERY THOMAS, LLC has filed 18 SEC EDGAR filings since 10 May 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 10 Nov 2025 30 Sep 2025 028-22471
13F-HR Open Document Open Filing 18 Jul 2025 30 Jun 2025 028-22471
N-PX Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-22471
13F-HR Open Document Open Filing 05 May 2025 31 Mar 2025 028-22471
13F-HR Open Document Open Filing 07 Feb 2025 31 Dec 2024 028-22471
13F-HR Open Document Open Filing 08 Nov 2024 30 Sep 2024 028-22471
N-PX Open Document Open Filing 20 Aug 2024 30 Jun 2024 028-22471
13F-HR Open Document Open Filing 02 Aug 2024 30 Jun 2024 028-22471
13F-HR Open Document Open Filing 10 May 2024 31 Mar 2024 028-22471
13F-HR Open Document Open Filing 05 Feb 2024 31 Dec 2023 028-22471
13F-HR Open Document Open Filing 01 Nov 2023 30 Sep 2023 028-22471
13F-HR Open Document Open Filing 31 Jul 2023 30 Jun 2023 028-22471
13F-HR Open Document Open Filing 05 May 2023 31 Mar 2023 028-22471
13F-HR Open Document Open Filing 10 Feb 2023 31 Dec 2022 028-22471
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-22471
13F-HR Open Document Open Filing 15 Aug 2022 30 Jun 2022 028-22471
13F-HR Open Document Open Filing 10 May 2022 31 Dec 2021 028-22471
13F-HR Open Document Open Filing 10 May 2022 31 Mar 2022 028-22471