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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 34,872 SHV 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 34,872 shares
    Change vs previous 13F -3,987 shares

    0.08% of the 13F portfolio, value $3,848,073.

    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: 34,737 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 135 shares

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

  2. period ended2026-03-31
    13F 38,859 shares
    Change vs previous 13F +1,614 shares

    0.1% of the 13F portfolio, value $4,289,645.

    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: 38,588 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 271 shares

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

  3. period ended2025-12-31
    13F 37,245 shares
    Change vs previous 13F +3,380 shares

    0.09% of the 13F portfolio, value $4,102,537.

    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: 37,110 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 135 shares

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

  4. period ended2025-09-30
    13F 33,865 shares
    Change vs previous 13F -2,269 shares

    0.09% of the 13F portfolio, value $3,741,744.

    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: 33,730 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 135 shares

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

  5. period ended2025-06-30
    13F 36,134 shares
    Change vs previous 13F +1,985 shares

    0.11% of the 13F portfolio, value $3,989,916.

    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: 35,963 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 171 shares

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

  6. period ended2025-03-31
    13F 34,149 shares
    Change vs previous 13F +2,235 shares

    0.11% of the 13F portfolio, value $3,772,098.

    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: 34,014 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 135 shares

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

  7. period ended2024-12-31
    13F 31,914 shares
    Change vs previous 13F +8,308 shares

    0.11% of the 13F portfolio, value $3,514,051.

    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: 31,914 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 23,606 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,611,532.

    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).