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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 69,631 EFA 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 69,631 shares
    Change vs previous 13F -231 shares

    0.14% of the 13F portfolio, value $7,233,279.

    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: 68,735 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 896 shares

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

  2. period ended2026-03-31
    13F 69,862 shares
    Change vs previous 13F +4,643 shares

    0.15% of the 13F portfolio, value $6,785,697.

    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: 69,172 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 690 shares

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

  3. period ended2025-12-31
    13F 65,219 shares
    Change vs previous 13F +29,973 shares

    0.14% of the 13F portfolio, value $6,262,924.

    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: 64,217 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,002 shares

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

  4. period ended2025-09-30
    13F 35,246 shares
    Change vs previous 13F +1,183 shares

    0.08% of the 13F portfolio, value $3,290,909.

    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: 34,531 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 715 shares

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

  5. period ended2025-06-30
    13F 34,063 shares
    Change vs previous 13F +2,194 shares

    0.08% of the 13F portfolio, value $3,044,883.

    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: 33,348 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 715 shares

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

  6. period ended2025-03-31
    13F 31,869 shares
    Change vs previous 13F +344 shares

    0.08% of the 13F portfolio, value $2,604,656.

    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: 31,243 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 626 shares

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

  7. period ended2024-12-31
    13F 31,525 shares
    Change vs previous 13F -1,687 shares

    0.07% of the 13F portfolio, value $2,383,605.

    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: 30,659 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 866 shares

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

  8. period ended2024-09-30
    13F 33,212 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,777,496.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 33,212 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 10,048 shares (included in another member's report, not added)

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