Skip to content
Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 37,546 IYW 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 37,546 shares
    Change vs previous 13F -1,169 shares

    0.19% of the 13F portfolio, value $9,470,345.

    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: 35,517 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,029 shares

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

  2. period ended2026-03-31
    13F 38,715 shares
    Change vs previous 13F -2,139 shares

    0.16% of the 13F portfolio, value $7,023,708.

    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: 36,797 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,918 shares

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

  3. period ended2025-12-31
    13F 40,854 shares
    Change vs previous 13F -792 shares

    0.19% of the 13F portfolio, value $8,157,834.

    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: 38,784 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,070 shares

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

  4. period ended2025-09-30
    13F 41,646 shares
    Change vs previous 13F -1,344 shares

    0.2% of the 13F portfolio, value $8,156,840.

    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: 41,427 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 219 shares

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

  5. period ended2025-06-30
    13F 42,990 shares
    Change vs previous 13F -2,801 shares

    0.2% of the 13F portfolio, value $7,448,851.

    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: 41,745 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,245 shares

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

  6. period ended2025-03-31
    13F 45,791 shares
    Change vs previous 13F -3,206 shares

    0.19% of the 13F portfolio, value $6,430,813.

    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: 44,495 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,296 shares

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

  7. period ended2024-12-31
    13F 48,997 shares
    Change vs previous 13F -21,960 shares

    0.24% of the 13F portfolio, value $7,815,871.

    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: 47,763 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,234 shares

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

  8. period ended2024-09-30
    13F 70,957 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $10,758,400.

    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: 70,957 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 36,445 shares (included in another member's report, not added)

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