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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 28,542 IEF 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 28,542 shares
    Change vs previous 13F +2,232 shares

    0.05% of the 13F portfolio, value $2,699,217.

    13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 7,242 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 21,300 shares

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

  2. period ended2026-03-31
    13F 26,310 shares
    Change vs previous 13F +456 shares

    0.06% of the 13F portfolio, value $2,511,026.

    13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 6,950 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 19,360 shares

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

  3. period ended2025-12-31
    13F 25,854 shares
    Change vs previous 13F +19,014 shares

    0.06% of the 13F portfolio, value $2,486,121.

    13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 6,976 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 18,878 shares

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

  4. period ended2025-09-30
    13F 6,840 shares
    Change vs previous 13F -159 shares

    0.02% of the 13F portfolio, value $659,787.

    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: 6,715 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 125 shares

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

  5. period ended2025-06-30
    13F 6,999 shares
    Change vs previous 13F -2,117 shares

    0.02% of the 13F portfolio, value $670,295.

    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: 6,876 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 123 shares

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

  6. period ended2025-03-31
    13F 9,116 shares
    Change vs previous 13F -119 shares

    0.03% of the 13F portfolio, value $869,393.

    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: 8,976 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 140 shares

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

  7. period ended2024-12-31
    13F 9,235 shares
    Change vs previous 13F +813 shares

    0.03% of the 13F portfolio, value $853,746.

    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: 9,109 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 126 shares

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

  8. period ended2024-09-30
    13F 8,422 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $826,367.

    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).