CARY STREET PARTNERS ASSET MANAGEMENT LLC: JVAL 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 JVAL, newest first. How the timeline and the estimate are built.
CARY STREET PARTNERS ASSET MANAGEMENT LLC held 23,420 JVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 23,420 sharesChange vs previous 13F -1,145 shares
0.03% of the 13F portfolio, value $1,373,348.
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: 20,799 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,621 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,565 sharesChange vs previous 13F -214 shares
0.03% of the 13F portfolio, value $1,200,246.
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: 24,148 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 417 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,779 sharesChange vs previous 13F +246 shares
0.03% of the 13F portfolio, value $1,216,153.
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: 24,762 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 17 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,533 sharesChange vs previous 13F -505 shares
0.03% of the 13F portfolio, value $1,165,318.
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: 24,515 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 18 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 25,038 sharesChange vs previous 13F +111 shares
0.03% of the 13F portfolio, value $1,107,431.
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: 25,020 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 18 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 24,927 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $1,032,476.
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: 24,903 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 24 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 24,927 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,076,847.
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: 24,903 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 24 shares
Acceptance time not in the bulk data set (spec §4.2).