Skip to content

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 33,111 FMX 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 33,111 shares
    Change vs previous 13F +1,073 shares

    0.08% of the 13F portfolio, value $4,234,873.

    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: 33,041 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 70 shares

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

  2. period ended2026-03-31
    13F 32,038 shares
    Change vs previous 13F +84 shares

    0.08% of the 13F portfolio, value $3,558,185.

    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: 31,974 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 64 shares

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

  3. period ended2025-12-31
    13F 31,954 shares
    Change vs previous 13F -168 shares

    0.07% of the 13F portfolio, value $3,229,586.

    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: 31,894 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 60 shares

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

  4. period ended2025-09-30
    13F 32,122 shares
    Change vs previous 13F -675 shares

    0.08% of the 13F portfolio, value $3,168,240.

    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: 32,068 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 54 shares

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

  5. period ended2025-06-30
    13F 32,797 shares
    Change vs previous 13F +7 shares

    0.09% of the 13F portfolio, value $3,377,433.

    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: 32,753 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 44 shares

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

  6. period ended2025-03-31
    13F 32,790 shares
    Change vs previous 13F -1,094 shares

    0.1% of the 13F portfolio, value $3,199,605.

    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: 32,754 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 36 shares

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

  7. period ended2024-12-31
    13F 33,884 shares
    Change vs previous 13F -2,340 shares

    0.09% of the 13F portfolio, value $2,896,753.

    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: 33,882 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2 shares

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

  8. period ended2024-09-30
    13F 36,224 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,575,714.

    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).