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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 26,999 DFAU 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 26,999 shares
    Change vs previous 13F +9,363 shares

    0.03% of the 13F portfolio, value $1,395,601.

    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: 9,373 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 17,626 shares

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

  2. period ended2026-03-31
    13F 17,636 shares
    Change vs previous 13F +1,680 shares

    0.02% of the 13F portfolio, value $795,757.

    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: 8,598 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 9,038 shares

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

  3. period ended2025-12-31
    13F 15,956 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $746,761.

    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: 8,025 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,931 shares

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

  4. period ended2025-09-30
    13F 15,951 shares
    Change vs previous 13F +4,804 shares

    0.02% of the 13F portfolio, value $729,924.

    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: 8,020 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,931 shares

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

  5. period ended2025-06-30
    13F 11,147 shares
    Change vs previous 13F +1,915 shares

    0.01% of the 13F portfolio, value $472,187.

    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 9,232 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $354,878.

    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).