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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 6,314 FERG 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 6,314 shares
    Change vs previous 13F -541 shares

    0.03% of the 13F portfolio, value $1,498,500.

    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: 5,928 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 386 shares

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

  2. period ended2026-03-31
    13F 6,855 shares
    Change vs previous 13F -22 shares

    0.04% of the 13F portfolio, value $1,598,997.

    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: 6,264 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 591 shares

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

  3. period ended2025-12-31
    13F 6,877 shares
    Change vs previous 13F -371 shares

    0.03% of the 13F portfolio, value $1,531,027.

    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: 6,304 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 573 shares

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

  4. period ended2025-09-30
    13F 7,248 shares
    Change vs previous 13F -130 shares

    0.04% of the 13F portfolio, value $1,627,756.

    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: 6,698 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 550 shares

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

  5. period ended2025-06-30
    13F 7,378 shares
    Change vs previous 13F -553 shares

    0.04% of the 13F portfolio, value $1,606,561.

    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: 6,799 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 579 shares

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

  6. period ended2025-03-31
    13F 7,931 shares
    Change vs previous 13F -217 shares

    0.04% of the 13F portfolio, value $1,270,785.

    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: 7,346 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 585 shares

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

  7. period ended2024-12-31
    13F 8,148 shares
    Change vs previous 13F +21 shares

    0.04% of the 13F portfolio, value $1,414,248.

    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: 7,566 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 582 shares

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

  8. period ended2024-09-30
    13F 8,127 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,613,778.

    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).