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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 12,935 IVE 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 12,935 shares
    Change vs previous 13F +640 shares

    0.06% of the 13F portfolio, value $2,937,128.

    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: 5,132 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,803 shares

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

  2. period ended2026-03-31
    13F 12,295 shares
    Change vs previous 13F -564 shares

    0.06% of the 13F portfolio, value $2,596,179.

    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: 4,675 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,620 shares

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

  3. period ended2025-12-31
    13F 12,859 shares
    Change vs previous 13F +4,884 shares

    0.06% of the 13F portfolio, value $2,726,951.

    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: 4,760 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 8,099 shares

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

  4. period ended2025-09-30
    13F 7,975 shares
    Change vs previous 13F -103 shares

    0.04% of the 13F portfolio, value $1,646,974.

    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: 4,845 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,130 shares

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

  5. period ended2025-06-30
    13F 8,078 shares
    Change vs previous 13F +94 shares

    0.04% of the 13F portfolio, value $1,578,577.

    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: 5,171 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,907 shares

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

  6. period ended2025-03-31
    13F 7,984 shares
    Change vs previous 13F +772 shares

    0.05% of the 13F portfolio, value $1,521,679.

    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: 5,224 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,760 shares

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

  7. period ended2024-12-31
    13F 7,212 shares
    Change vs previous 13F +1,549 shares

    0.04% of the 13F portfolio, value $1,376,642.

    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: 5,222 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,990 shares

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

  8. period ended2024-09-30
    13F 5,663 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,116,486.

    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).