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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 48,488 IVW 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 48,488 shares
    Change vs previous 13F +3,020 shares

    0.13% of the 13F portfolio, value $6,668,554.

    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: 31,595 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 16,893 shares

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

  2. period ended2026-03-31
    13F 45,468 shares
    Change vs previous 13F -281 shares

    0.12% of the 13F portfolio, value $5,142,856.

    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: 31,717 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 13,751 shares

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

  3. period ended2025-12-31
    13F 45,749 shares
    Change vs previous 13F +6,865 shares

    0.13% of the 13F portfolio, value $5,639,015.

    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: 31,407 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 14,342 shares

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

  4. period ended2025-09-30
    13F 38,884 shares
    Change vs previous 13F +857 shares

    0.11% of the 13F portfolio, value $4,694,112.

    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: 31,619 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,265 shares

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

  5. period ended2025-06-30
    13F 38,027 shares
    Change vs previous 13F +15 shares

    0.11% of the 13F portfolio, value $4,186,719.

    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: 30,919 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,108 shares

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

  6. period ended2025-03-31
    13F 38,012 shares
    Change vs previous 13F +761 shares

    0.11% of the 13F portfolio, value $3,528,632.

    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: 30,391 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,621 shares

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

  7. period ended2024-12-31
    13F 37,251 shares
    Change vs previous 13F +8,817 shares

    0.12% of the 13F portfolio, value $3,782,094.

    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: 29,886 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,365 shares

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

  8. period ended2024-09-30
    13F 28,434 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,722,554.

    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).