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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 68,365 IEFA 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 68,365 shares
    Change vs previous 13F +432 shares

    0.13% of the 13F portfolio, value $6,602,734.

    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: 67,397 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 968 shares

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

  2. period ended2026-03-31
    13F 67,933 shares
    Change vs previous 13F +5,542 shares

    0.14% of the 13F portfolio, value $6,149,947.

    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: 67,885 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 48 shares

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

  3. period ended2025-12-31
    13F 62,391 shares
    Change vs previous 13F +482 shares

    0.13% of the 13F portfolio, value $5,581,469.

    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: 62,351 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 40 shares

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

  4. period ended2025-09-30
    13F 61,909 shares
    Change vs previous 13F +9,536 shares

    0.13% of the 13F portfolio, value $5,405,267.

    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: 61,830 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 79 shares

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

  5. period ended2025-06-30
    13F 52,373 shares
    Change vs previous 13F +18,654 shares

    0.12% of the 13F portfolio, value $4,372,092.

    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: 52,353 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 20 shares

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

  6. period ended2025-03-31
    13F 33,719 shares
    Change vs previous 13F -8,893 shares

    0.08% of the 13F portfolio, value $2,550,868.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 42,612 shares
    Change vs previous 13F +2,461 shares

    0.1% of the 13F portfolio, value $2,994,795.

    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: 42,612 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  8. period ended2024-09-30
    13F 40,151 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,133,821.

    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).