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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 9,309 DFLV 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 9,309 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $368,079.

    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: 4,423 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,886 shares

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

  2. period ended2026-03-31
    13F 9,301 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $332,142.

    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: 4,869 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,432 shares

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

  3. period ended2025-12-31
    13F 9,293 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $317,921.

    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: 5,610 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,683 shares

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

  4. period ended2025-09-30
    13F 9,285 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $305,467.

    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: 6,185 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,100 shares

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

  5. period ended2025-06-30
    13F 9,275 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $287,717.

    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: 6,175 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,100 shares

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

  6. period ended2025-03-31
    13F 9,265 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $283,237.

    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: 6,165 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,100 shares

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

  7. period ended2024-12-31
    13F 9,256 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $277,971.

    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: 9,256 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 9,246 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $284,878.

    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).