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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 28,505 IWM 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 28,505 shares
    Change vs previous 13F -550 shares

    0.17% of the 13F portfolio, value $8,564,202.

    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: 28,112 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 393 shares

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

  2. period ended2026-03-31
    13F 29,055 shares
    Change vs previous 13F -545 shares

    0.16% of the 13F portfolio, value $7,205,576.

    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: 28,664 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 391 shares

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

  3. period ended2025-12-31
    13F 29,600 shares
    Change vs previous 13F -2,846 shares

    0.17% of the 13F portfolio, value $7,286,363.

    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: 29,205 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 395 shares

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

  4. period ended2025-09-30
    13F 32,446 shares
    Change vs previous 13F -3,466 shares

    0.19% of the 13F portfolio, value $7,850,675.

    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: 32,057 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 389 shares

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

  5. period ended2025-06-30
    13F 35,912 shares
    Change vs previous 13F +9,081 shares

    0.21% of the 13F portfolio, value $7,749,555.

    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: 35,523 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 389 shares

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

  6. period ended2025-03-31
    13F 26,831 shares
    Change vs previous 13F +3,826 shares

    0.16% of the 13F portfolio, value $5,352,574.

    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: 26,454 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 377 shares

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

  7. period ended2024-12-31
    13F 23,005 shares
    Change vs previous 13F -1,408 shares

    0.16% of the 13F portfolio, value $5,083,202.

    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: 22,628 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 377 shares

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

  8. period ended2024-09-30
    13F 24,413 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,392,689.

    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: 24,413 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 1,488 shares (included in another member's report, not added)

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