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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 6,124 IBB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

period ended2026-06-30
13F 6,124 shares
Change vs previous 13F -264 shares
0.02% of the 13F portfolio, value $1,164,723.
13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CARY STREET PARTNERS FINANCIAL LLC: 330 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,794 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,388 shares
Change vs previous 13F +299 shares
0.02% of the 13F portfolio, value $1,078,614.
13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CARY STREET PARTNERS FINANCIAL LLC: 174 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,214 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,089 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $1,027,640.
13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CARY STREET PARTNERS FINANCIAL LLC: 174 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,915 shares
Acceptance time not in the bulk data set (spec §4.2).