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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 102,228 DFAX 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 102,228 shares
    Change vs previous 13F +1,317 shares

    0.07% of the 13F portfolio, value $3,766,068.

    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: 48,874 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 53,354 shares

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

  2. period ended2026-03-31
    13F 100,911 shares
    Change vs previous 13F +4,627 shares

    0.08% of the 13F portfolio, value $3,427,982.

    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: 49,191 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 51,720 shares

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

  3. period ended2025-12-31
    13F 96,284 shares
    Change vs previous 13F +1,452 shares

    0.07% of the 13F portfolio, value $3,151,374.

    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: 52,199 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 44,085 shares

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

  4. period ended2025-09-30
    13F 94,832 shares
    Change vs previous 13F +4,985 shares

    0.07% of the 13F portfolio, value $2,975,836.

    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: 51,743 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 43,089 shares

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

  5. period ended2025-06-30
    13F 89,847 shares
    Change vs previous 13F +1,890 shares

    0.07% of the 13F portfolio, value $2,638,797.

    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: 46,758 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 43,089 shares

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

  6. period ended2025-03-31
    13F 87,957 shares
    Change vs previous 13F +10,630 shares

    0.07% of the 13F portfolio, value $2,304,470.

    13F-HR 0001766904-25-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 43,523 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 44,434 shares

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

  7. period ended2024-12-31
    13F 77,327 shares
    Change vs previous 13F +11,284 shares

    0.06% of the 13F portfolio, value $1,922,356.

    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: 77,327 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 66,043 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,783,825.

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

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