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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 72,610 IUSB 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 72,610 shares
    Change vs previous 13F +23,097 shares

    0.07% of the 13F portfolio, value $3,350,951.

    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: 5,130 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 67,480 shares

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

  2. period ended2026-03-31
    13F 49,513 shares
    Change vs previous 13F +2,086 shares

    0.05% of the 13F portfolio, value $2,287,028.

    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: 4,476 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 45,037 shares

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

  3. period ended2025-12-31
    13F 47,427 shares
    Change vs previous 13F -939 shares

    0.05% of the 13F portfolio, value $2,207,275.

    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: 4,730 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 42,697 shares

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

  4. period ended2025-09-30
    13F 48,366 shares
    Change vs previous 13F +11,572 shares

    0.06% of the 13F portfolio, value $2,259,156.

    13F-HR 0001766904-25-000006 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 7,296 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 41,070 shares

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

  5. period ended2025-06-30
    13F 36,794 shares
    Change vs previous 13F -3,604 shares

    0.05% of the 13F portfolio, value $1,700,989.

    13F-HR 0001766904-25-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 7,230 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 29,564 shares

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

  6. period ended2025-03-31
    13F 40,398 shares
    Change vs previous 13F -3,753 shares

    0.06% of the 13F portfolio, value $1,861,541.

    13F-HR 0001766904-25-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 7,080 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 33,318 shares

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

  7. period ended2024-12-31
    13F 44,151 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,995,626.

    13F-HR 0001766904-25-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 14,619 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 29,532 shares

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