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CARY STREET PARTNERS ASSET MANAGEMENT LLC: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on BIV, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 516,847 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 516,847 shares
    Change vs previous 13F +4,439 shares

    0.72% of the 13F portfolio, value $36,633,832.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 476,206 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 40,641 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 512,408 shares
    Change vs previous 13F +12,147 shares

    0.82% of the 13F portfolio, value $36,520,307.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 486,860 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 25,548 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 500,261 shares
    Change vs previous 13F +4,245 shares

    0.81% of the 13F portfolio, value $35,905,152.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 482,329 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 17,932 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 496,016 shares
    Change vs previous 13F -31,113 shares

    0.87% of the 13F portfolio, value $35,670,373.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 492,712 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,304 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 527,129 shares
    Change vs previous 13F +15,020 shares

    1% of the 13F portfolio, value $37,734,444.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 523,825 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,304 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 512,109 shares
    Change vs previous 13F -63,764 shares

    1.09% of the 13F portfolio, value $36,209,061.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 508,805 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,304 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 575,873 shares
    Change vs previous 13F +36,114 shares

    1.24% of the 13F portfolio, value $40,105,004.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 572,569 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,304 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 539,759 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $39,226,213.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 539,759 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 24,724 shares (included in another member's report, not added)

    Acceptance time not in the bulk data set (spec §4.2).