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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 7,443 EFX 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 7,443 shares
    Change vs previous 13F -331 shares

    0.02% of the 13F portfolio, value $1,181,353.

    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: 6,939 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 504 shares

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

  2. period ended2026-03-31
    13F 7,774 shares
    Change vs previous 13F -455 shares

    0.03% of the 13F portfolio, value $1,399,865.

    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: 7,312 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 462 shares

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

  3. period ended2025-12-31
    13F 8,229 shares
    Change vs previous 13F -220 shares

    0.04% of the 13F portfolio, value $1,785,529.

    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: 7,812 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 417 shares

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

  4. period ended2025-09-30
    13F 8,449 shares
    Change vs previous 13F -20 shares

    0.05% of the 13F portfolio, value $2,167,420.

    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: 7,991 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 458 shares

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

  5. period ended2025-06-30
    13F 8,469 shares
    Change vs previous 13F +29 shares

    0.06% of the 13F portfolio, value $2,196,604.

    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: 8,062 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 407 shares

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

  6. period ended2025-03-31
    13F 8,440 shares
    Change vs previous 13F -247 shares

    0.06% of the 13F portfolio, value $2,055,646.

    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: 8,061 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 379 shares

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

  7. period ended2024-12-31
    13F 8,687 shares
    Change vs previous 13F -210 shares

    0.07% of the 13F portfolio, value $2,213,882.

    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: 8,382 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 305 shares

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

  8. period ended2024-09-30
    13F 8,897 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,614,472.

    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).