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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 168,921 IJR 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 168,921 shares
    Change vs previous 13F +528 shares

    0.49% of the 13F portfolio, value $25,052,604.

    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: 158,614 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,307 shares

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

  2. period ended2026-03-31
    13F 168,393 shares
    Change vs previous 13F +3,344 shares

    0.47% of the 13F portfolio, value $20,932,927.

    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: 156,719 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 11,674 shares

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

  3. period ended2025-12-31
    13F 165,049 shares
    Change vs previous 13F +16,083 shares

    0.45% of the 13F portfolio, value $19,835,623.

    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: 153,044 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 12,005 shares

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

  4. period ended2025-09-30
    13F 148,966 shares
    Change vs previous 13F +1,004 shares

    0.43% of the 13F portfolio, value $17,701,646.

    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: 148,898 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 68 shares

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

  5. period ended2025-06-30
    13F 147,962 shares
    Change vs previous 13F +13,048 shares

    0.43% of the 13F portfolio, value $16,170,725.

    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: 147,887 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 75 shares

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

  6. period ended2025-03-31
    13F 134,914 shares
    Change vs previous 13F +12,672 shares

    0.42% of the 13F portfolio, value $14,107,965.

    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: 134,798 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 116 shares

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

  7. period ended2024-12-31
    13F 122,242 shares
    Change vs previous 13F +12,472 shares

    0.44% of the 13F portfolio, value $14,084,669.

    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: 122,116 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 109,770 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $12,838,731.

    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).