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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 57,205 IBIT 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 57,205 shares
    Change vs previous 13F +27,705 shares

    0.04% of the 13F portfolio, value $1,904,355.

    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: 57,019 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 186 shares

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

  2. period ended2026-03-31
    13F 29,500 shares
    Change vs previous 13F -6,561 shares

    0.03% of the 13F portfolio, value $1,133,390.

    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: 29,314 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 186 shares

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

  3. period ended2025-12-31
    13F 36,061 shares
    Change vs previous 13F -157 shares

    0.04% of the 13F portfolio, value $1,790,429.

    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: 35,325 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 736 shares

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

  4. period ended2025-09-30
    13F 36,218 shares
    Change vs previous 13F +2,666 shares

    0.06% of the 13F portfolio, value $2,354,170.

    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: 35,566 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 652 shares

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

  5. period ended2025-06-30
    13F 33,552 shares
    Change vs previous 13F +2,269 shares

    0.05% of the 13F portfolio, value $2,053,718.

    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: 33,366 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 186 shares

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

  6. period ended2025-03-31
    13F 31,283 shares
    Change vs previous 13F +882 shares

    0.04% of the 13F portfolio, value $1,464,357.

    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: 31,097 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 186 shares

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

  7. period ended2024-12-31
    13F 30,401 shares
    Change vs previous 13F +9,247 shares

    0.05% of the 13F portfolio, value $1,612,773.

    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: 30,215 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 186 shares

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

  8. period ended2024-09-30
    13F 21,154 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $764,294.

    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).