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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 8,460 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

period ended2026-06-30
13F 8,460 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $315,203.
13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CARY STREET PARTNERS FINANCIAL LLC: 2,605 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,855 shares
Acceptance time not in the bulk data set (spec §4.2).