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
- period ended2026-06-3013F 33,111 sharesChange 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).
- period ended2026-03-3113F 32,038 sharesChange 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).
- period ended2025-12-3113F 31,954 sharesChange 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).
- period ended2025-09-3013F 32,122 sharesChange 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).
- period ended2025-06-3013F 32,797 sharesChange 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).
- period ended2025-03-3113F 32,790 sharesChange 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).
- period ended2024-12-3113F 33,884 sharesChange 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).
- period ended2024-09-3013F 36,224 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).