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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 20,346 DFAI 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 20,346 shares
    Change vs previous 13F +3,619 shares

    0.02% of the 13F portfolio, value $839,275.

    13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 6,715 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 13,631 shares

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

  2. period ended2026-03-31
    13F 16,727 shares
    Change vs previous 13F +2,579 shares

    0.01% of the 13F portfolio, value $651,686.

    13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 5,730 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,997 shares

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

  3. period ended2025-12-31
    13F 14,148 shares
    Change vs previous 13F +188 shares

    0.01% of the 13F portfolio, value $539,162.

    13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 3,354 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,794 shares

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

  4. period ended2025-09-30
    13F 13,960 shares
    Change vs previous 13F -1,252 shares

    0.01% of the 13F portfolio, value $507,456.

    13F-HR 0001766904-25-000006 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 3,166 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,794 shares

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

  5. period ended2025-06-30
    13F 15,212 shares
    Change vs previous 13F +1,672 shares

    0.01% of the 13F portfolio, value $525,888.

    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 13,540 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $422,842.

    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).