CARY STREET PARTNERS ASSET MANAGEMENT LLC: IBTH 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 IBTH, newest first. How the timeline and the estimate are built.
CARY STREET PARTNERS ASSET MANAGEMENT LLC held 27,342 IBTH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 27,342 sharesChange vs previous 13F -3,486 shares
0.01% of the 13F portfolio, value $611,641.
13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 30,828 sharesChange vs previous 13F -897 shares
0.02% of the 13F portfolio, value $691,472.
13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,725 sharesChange vs previous 13F -578 shares
0.02% of the 13F portfolio, value $712,860.
13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 32,303 sharesChange vs previous 13F -1,793 shares
0.02% of the 13F portfolio, value $727,464.
13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 34,096 sharesChange vs previous 13F -1,374 shares
0.02% of the 13F portfolio, value $766,819.
13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 35,470 sharesChange vs previous 13F -848 shares
0.03% of the 13F portfolio, value $795,237.
13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 36,318 sharesChange vs previous 13F -7,894 shares
0.03% of the 13F portfolio, value $806,138.
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: 36,318 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 44,212 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,000,738.
13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 44,212 shares
- CARY STREET PARTNERS ASSET MANAGEMENT LLC: 13,029 shares (included in another member's report, not added)
Acceptance time not in the bulk data set (spec §4.2).