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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 43,710 DFNM 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 43,710 shares
    Change vs previous 13F -907 shares

    0.04% of the 13F portfolio, value $2,112,747.

    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: 40,153 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,557 shares

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

  2. period ended2026-03-31
    13F 44,617 shares
    Change vs previous 13F -13,642 shares

    0.05% of the 13F portfolio, value $2,138,481.

    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: 41,658 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,959 shares

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

  3. period ended2025-12-31
    13F 58,259 shares
    Change vs previous 13F -1,462 shares

    0.06% of the 13F portfolio, value $2,806,355.

    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: 55,407 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,852 shares

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

  4. period ended2025-09-30
    13F 59,721 shares
    Change vs previous 13F +2,845 shares

    0.07% of the 13F portfolio, value $2,865,411.

    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: 56,946 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,775 shares

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

  5. period ended2025-06-30
    13F 56,876 shares
    Change vs previous 13F +2,085 shares

    0.07% of the 13F portfolio, value $2,697,606.

    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: 54,775 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,101 shares

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

  6. period ended2025-03-31
    13F 54,791 shares
    Change vs previous 13F +9,500 shares

    0.08% of the 13F portfolio, value $2,606,411.

    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: 48,890 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,901 shares

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

  7. period ended2024-12-31
    13F 45,291 shares
    Change vs previous 13F +16,947 shares

    0.07% of the 13F portfolio, value $2,163,554.

    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: 45,291 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 28,344 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,375,806.

    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).