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Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 3,951 IDCC 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 3,951 shares
    Change vs previous 13F -323 shares

    0.02% of the 13F portfolio, value $1,118,692.

    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: 3,244 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 707 shares

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

  2. period ended2026-03-31
    13F 4,274 shares
    Change vs previous 13F -630 shares

    0.03% of the 13F portfolio, value $1,290,707.

    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: 3,241 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,033 shares

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

  3. period ended2025-12-31
    13F 4,904 shares
    Change vs previous 13F -4,834 shares

    0.04% of the 13F portfolio, value $1,561,413.

    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: 3,697 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,207 shares

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

  4. period ended2025-09-30
    13F 9,738 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,361,850.

    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: 9,681 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 57 shares

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