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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 48,513 IVV 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 48,513 shares
    Change vs previous 13F +1,501 shares

    0.72% of the 13F portfolio, value $36,331,258.

    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: 39,082 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 9,431 shares

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

  2. period ended2026-03-31
    13F 47,012 shares
    Change vs previous 13F -580 shares

    0.69% of the 13F portfolio, value $30,708,913.

    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: 40,573 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,439 shares

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

  3. period ended2025-12-31
    13F 47,592 shares
    Change vs previous 13F +6,773 shares

    0.74% of the 13F portfolio, value $32,597,936.

    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: 42,042 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,550 shares

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

  4. period ended2025-09-30
    13F 40,819 shares
    Change vs previous 13F +267 shares

    0.67% of the 13F portfolio, value $27,320,014.

    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: 39,056 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,763 shares

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

  5. period ended2025-06-30
    13F 40,552 shares
    Change vs previous 13F +4,181 shares

    0.67% of the 13F portfolio, value $25,178,711.

    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: 39,445 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,107 shares

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

  6. period ended2025-03-31
    13F 36,371 shares
    Change vs previous 13F -378 shares

    0.61% of the 13F portfolio, value $20,436,767.

    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: 34,191 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,180 shares

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

  7. period ended2024-12-31
    13F 36,749 shares
    Change vs previous 13F +9,262 shares

    0.67% of the 13F portfolio, value $21,633,492.

    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: 34,362 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,387 shares

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

  8. period ended2024-09-30
    13F 27,487 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $15,854,801.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 27,487 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 1,227 shares (included in another member's report, not added)

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