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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 7,866 FIS 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 7,866 shares
    Change vs previous 13F -525 shares

    0.01% of the 13F portfolio, value $305,830.

    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: 7,298 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 568 shares

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

  2. period ended2026-03-31
    13F 8,391 shares
    Change vs previous 13F -28 shares

    0.01% of the 13F portfolio, value $393,621.

    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: 7,308 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,083 shares

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

  3. period ended2025-12-31
    13F 8,419 shares
    Change vs previous 13F +620 shares

    0.01% of the 13F portfolio, value $559,527.

    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: 7,298 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,121 shares

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

  4. period ended2025-09-30
    13F 7,799 shares
    Change vs previous 13F -285 shares

    0.01% of the 13F portfolio, value $514,266.

    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: 7,436 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 363 shares

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

  5. period ended2025-06-30
    13F 8,084 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $658,117.

    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: 7,508 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 576 shares

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

  6. period ended2025-03-31
    13F 8,075 shares
    Change vs previous 13F +286 shares

    0.02% of the 13F portfolio, value $603,040.

    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: 7,630 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 445 shares

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

  7. period ended2024-12-31
    13F 7,789 shares
    Change vs previous 13F -374 shares

    0.02% of the 13F portfolio, value $629,118.

    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: 7,567 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 222 shares

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

  8. period ended2024-09-30
    13F 8,163 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $683,652.

    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).