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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 7,970 DFIV 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 7,970 shares
    Change vs previous 13F +31 shares

    0.01% of the 13F portfolio, value $430,533.

    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: 6,591 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,379 shares

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

  2. period ended2026-03-31
    13F 7,939 shares
    Change vs previous 13F +62 shares

    0.01% of the 13F portfolio, value $419,011.

    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: 6,799 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,140 shares

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

  3. period ended2025-12-31
    13F 7,877 shares
    Change vs previous 13F -783 shares

    0.01% of the 13F portfolio, value $393,041.

    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: 7,185 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 692 shares

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

  4. period ended2025-09-30
    13F 8,660 shares
    Change vs previous 13F +808 shares

    0.01% of the 13F portfolio, value $399,394.

    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: 8,225 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 435 shares

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

  5. period ended2025-06-30
    13F 7,852 shares
    Change vs previous 13F +2,458 shares

    0.01% of the 13F portfolio, value $336,298.

    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: 7,417 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 435 shares

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

  6. period ended2025-03-31
    13F 5,394 shares
    Change vs previous 13F -303 shares

    0.01% of the 13F portfolio, value $212,305.

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

    • CARY STREET PARTNERS FINANCIAL LLC: 4,959 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 435 shares

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

  7. period ended2024-12-31
    13F 5,697 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $202,128.

    13F-HR 0001475045-25-000001 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).