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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 22,053 IWR 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 22,053 shares
    Change vs previous 13F +1,893 shares

    0.05% of the 13F portfolio, value $2,432,906.

    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: 21,516 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 537 shares

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

  2. period ended2026-03-31
    13F 20,160 shares
    Change vs previous 13F -249 shares

    0.04% of the 13F portfolio, value $1,960,160.

    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: 19,672 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 488 shares

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

  3. period ended2025-12-31
    13F 20,409 shares
    Change vs previous 13F +1,234 shares

    0.04% of the 13F portfolio, value $1,964,746.

    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: 19,718 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 691 shares

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

  4. period ended2025-09-30
    13F 19,175 shares
    Change vs previous 13F +305 shares

    0.05% of the 13F portfolio, value $1,851,327.

    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: 18,687 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 488 shares

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

  5. period ended2025-06-30
    13F 18,870 shares
    Change vs previous 13F +3,658 shares

    0.05% of the 13F portfolio, value $1,735,491.

    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 15,212 shares
    Change vs previous 13F +287 shares

    0.04% of the 13F portfolio, value $1,294,064.

    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 14,925 shares
    Change vs previous 13F -353 shares

    0.04% of the 13F portfolio, value $1,319,395.

    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: 14,925 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 15,278 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,346,562.

    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).