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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 893,002 EFV 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 893,002 shares
    Change vs previous 13F +100,684 shares

    1.32% of the 13F portfolio, value $66,932,952.

    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: 814,245 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 78,757 shares

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

  2. period ended2026-03-31
    13F 792,318 shares
    Change vs previous 13F +49,225 shares

    1.3% of the 13F portfolio, value $57,524,066.

    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: 731,227 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 61,091 shares

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

  3. period ended2025-12-31
    13F 743,093 shares
    Change vs previous 13F +247,240 shares

    1.17% of the 13F portfolio, value $51,734,912.

    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: 690,514 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 52,579 shares

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

  4. period ended2025-09-30
    13F 495,853 shares
    Change vs previous 13F +39,027 shares

    0.79% of the 13F portfolio, value $32,371,953.

    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: 487,366 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 8,487 shares

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

  5. period ended2025-06-30
    13F 456,826 shares
    Change vs previous 13F +51,443 shares

    0.74% of the 13F portfolio, value $27,819,687.

    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: 447,199 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 9,627 shares

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

  6. period ended2025-03-31
    13F 405,383 shares
    Change vs previous 13F +15,974 shares

    0.68% of the 13F portfolio, value $22,799,368.

    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: 398,914 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,469 shares

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

  7. period ended2024-12-31
    13F 389,409 shares
    Change vs previous 13F +124,612 shares

    0.6% of the 13F portfolio, value $19,460,515.

    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: 381,821 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,588 shares

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

  8. period ended2024-09-30
    13F 264,797 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $14,166,484.

    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: 264,797 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 162,915 shares (included in another member's report, not added)

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