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CARY STREET PARTNERS ASSET MANAGEMENT LLC: BNDX 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 BNDX, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 145,293 BNDX 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 145,293 shares
    Change vs previous 13F +11,685 shares

    0.12% of the 13F portfolio, value $5,945,163.

    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: 120,855 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 24,438 shares

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

  2. period ended2026-03-31
    13F 133,608 shares
    Change vs previous 13F +6,578 shares

    0.12% of the 13F portfolio, value $5,337,238.

    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: 121,355 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 12,253 shares

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

  3. period ended2025-12-31
    13F 127,030 shares
    Change vs previous 13F +11,916 shares

    0.11% of the 13F portfolio, value $5,049,243.

    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: 116,777 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,253 shares

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

  4. period ended2025-09-30
    13F 115,114 shares
    Change vs previous 13F +21,096 shares

    0.12% of the 13F portfolio, value $4,578,491.

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

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

  5. period ended2025-06-30
    13F 94,018 shares
    Change vs previous 13F +5,532 shares

    0.1% of the 13F portfolio, value $3,538,620.

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

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

  6. period ended2025-03-31
    13F 88,486 shares
    Change vs previous 13F +9,268 shares

    0.1% of the 13F portfolio, value $3,219,551.

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

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

  7. period ended2024-12-31
    13F 79,218 shares
    Change vs previous 13F +13,169 shares

    0.09% of the 13F portfolio, value $2,780,002.

    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: 79,218 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  8. period ended2024-09-30
    13F 66,049 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,187,014.

    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: 66,049 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 17,222 shares (included in another member's report, not added)

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