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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 14,065 SDY 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 14,065 shares
    Change vs previous 13F -736 shares

    0.04% of the 13F portfolio, value $2,140,349.

    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: 14,015 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 50 shares

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

  2. period ended2026-03-31
    13F 14,801 shares
    Change vs previous 13F +28 shares

    0.05% of the 13F portfolio, value $2,159,993.

    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: 14,731 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 70 shares

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

  3. period ended2025-12-31
    13F 14,773 shares
    Change vs previous 13F +4,003 shares

    0.05% of the 13F portfolio, value $2,055,792.

    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: 14,703 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 70 shares

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

  4. period ended2025-09-30
    13F 10,770 shares
    Change vs previous 13F -181 shares

    0.04% of the 13F portfolio, value $1,508,339.

    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: 10,700 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 70 shares

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

  5. period ended2025-06-30
    13F 10,951 shares
    Change vs previous 13F -3,281 shares

    0.04% of the 13F portfolio, value $1,486,392.

    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: 10,867 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 84 shares

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

  6. period ended2025-03-31
    13F 14,232 shares
    Change vs previous 13F -245 shares

    0.06% of the 13F portfolio, value $1,930,933.

    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: 14,148 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 84 shares

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

  7. period ended2024-12-31
    13F 14,477 shares
    Change vs previous 13F +3,608 shares

    0.06% of the 13F portfolio, value $1,912,471.

    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: 14,393 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 84 shares

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

  8. period ended2024-09-30
    13F 10,869 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,543,770.

    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: 10,869 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 4,315 shares (included in another member's report, not added)

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