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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 13,275 ITOT 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 13,275 shares
    Change vs previous 13F +2,570 shares

    0.04% of the 13F portfolio, value $2,180,690.

    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: 12,497 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 778 shares

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

  2. period ended2026-03-31
    13F 10,705 shares
    Change vs previous 13F +31 shares

    0.03% of the 13F portfolio, value $1,524,766.

    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: 9,886 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 819 shares

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

  3. period ended2025-12-31
    13F 10,674 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,587,137.

    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: 9,851 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 823 shares

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