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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 39,347 SHY 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 39,347 shares
    Change vs previous 13F -940 shares

    0.06% of the 13F portfolio, value $3,230,817.

    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: 33,457 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,890 shares

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

  2. period ended2026-03-31
    13F 40,287 shares
    Change vs previous 13F +5,385 shares

    0.08% of the 13F portfolio, value $3,326,500.

    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: 35,267 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,020 shares

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

  3. period ended2025-12-31
    13F 34,902 shares
    Change vs previous 13F +1,383 shares

    0.07% of the 13F portfolio, value $2,890,619.

    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: 34,011 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 891 shares

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

  4. period ended2025-09-30
    13F 33,519 shares
    Change vs previous 13F +3,069 shares

    0.07% of the 13F portfolio, value $2,780,732.

    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: 33,252 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 267 shares

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

  5. period ended2025-06-30
    13F 30,450 shares
    Change vs previous 13F +2,833 shares

    0.07% of the 13F portfolio, value $2,523,097.

    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 27,617 shares
    Change vs previous 13F +3,630 shares

    0.07% of the 13F portfolio, value $2,284,768.

    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 23,987 shares
    Change vs previous 13F +5,000 shares

    0.06% of the 13F portfolio, value $1,966,456.

    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: 23,987 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 18,987 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,578,800.

    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).