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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 15,992 IWD 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 15,992 shares
    Change vs previous 13F -213 shares

    0.08% of the 13F portfolio, value $3,876,878.

    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: 15,931 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 61 shares

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

  2. period ended2026-03-31
    13F 16,205 shares
    Change vs previous 13F -133 shares

    0.09% of the 13F portfolio, value $3,462,602.

    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: 16,205 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  3. period ended2025-12-31
    13F 16,338 shares
    Change vs previous 13F +393 shares

    0.08% of the 13F portfolio, value $3,436,560.

    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: 16,271 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 67 shares

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

  4. period ended2025-09-30
    13F 15,945 shares
    Change vs previous 13F -1,334 shares

    0.08% of the 13F portfolio, value $3,246,247.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 17,279 shares
    Change vs previous 13F +711 shares

    0.09% of the 13F portfolio, value $3,355,917.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 16,568 shares
    Change vs previous 13F -1,268 shares

    0.1% of the 13F portfolio, value $3,117,349.

    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: 16,568 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  7. period ended2024-12-31
    13F 17,836 shares
    Change vs previous 13F -2,603 shares

    0.1% of the 13F portfolio, value $3,302,018.

    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: 17,496 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 340 shares

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

  8. period ended2024-09-30
    13F 20,439 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,879,329.

    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: 20,439 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 2,703 shares (included in another member's report, not added)

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