CARY STREET PARTNERS ASSET MANAGEMENT LLC: DOW 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 DOW, newest first. How the timeline and the estimate are built.
CARY STREET PARTNERS ASSET MANAGEMENT LLC held 35,032 DOW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 35,032 sharesChange vs previous 13F +14,271 shares
0.02% of the 13F portfolio, value $958,473.
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: 32,980 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,052 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,761 sharesChange vs previous 13F +1,855 shares
0.02% of the 13F portfolio, value $864,696.
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: 18,854 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,907 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,906 sharesChange vs previous 13F -2,640 shares
0.01% of the 13F portfolio, value $442,023.
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: 17,576 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,330 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,546 sharesChange vs previous 13F -5,038 shares
0.01% of the 13F portfolio, value $494,050.
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: 19,699 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,847 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,584 sharesChange vs previous 13F +325 shares
0.02% of the 13F portfolio, value $703,946.
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: 25,538 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,046 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 26,259 sharesChange vs previous 13F +1,941 shares
0.03% of the 13F portfolio, value $916,964.
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: 24,606 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,653 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 24,318 sharesChange vs previous 13F +1,582 shares
0.03% of the 13F portfolio, value $975,881.
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: 22,842 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,476 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,736 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $1,242,076.
13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).