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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 177,560 IWF 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 177,560 shares
    Change vs previous 13F +133,975 shares

    0.43% of the 13F portfolio, value $22,047,637.

    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: 172,465 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,095 shares

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

  2. period ended2026-03-31
    13F 43,585 shares
    Change vs previous 13F +527 shares

    0.42% of the 13F portfolio, value $18,584,652.

    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: 42,586 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 999 shares

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

  3. period ended2025-12-31
    13F 43,058 shares
    Change vs previous 13F +5,909 shares

    0.46% of the 13F portfolio, value $20,379,241.

    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: 42,143 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 915 shares

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

  4. period ended2025-09-30
    13F 37,149 shares
    Change vs previous 13F +1,125 shares

    0.43% of the 13F portfolio, value $17,400,813.

    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: 36,370 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 779 shares

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

  5. period ended2025-06-30
    13F 36,024 shares
    Change vs previous 13F -1,925 shares

    0.43% of the 13F portfolio, value $15,294,900.

    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 37,949 shares
    Change vs previous 13F +794 shares

    0.43% of the 13F portfolio, value $13,702,830.

    13F-HR 0001475045-25-000004 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).

  7. period ended2024-12-31
    13F 37,155 shares
    Change vs previous 13F +1,568 shares

    0.49% of the 13F portfolio, value $14,920,875.

    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: 37,155 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  8. period ended2024-09-30
    13F 35,587 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $13,358,542.

    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: 35,587 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 1,914 shares (included in another member's report, not added)

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