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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 198,962 SPDW 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 198,962 shares
    Change vs previous 13F -261,739 shares

    0.2% of the 13F portfolio, value $10,025,691.

    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: 145,566 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 53,396 shares

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

  2. period ended2026-03-31
    13F 460,701 shares
    Change vs previous 13F +21,353 shares

    0.47% of the 13F portfolio, value $21,030,992.

    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: 328,131 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 132,570 shares

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

  3. period ended2025-12-31
    13F 439,348 shares
    Change vs previous 13F +40,473 shares

    0.44% of the 13F portfolio, value $19,511,436.

    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: 327,354 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 111,994 shares

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

  4. period ended2025-09-30
    13F 398,875 shares
    Change vs previous 13F +18,703 shares

    0.42% of the 13F portfolio, value $17,067,863.

    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: 354,362 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 44,513 shares

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

  5. period ended2025-06-30
    13F 380,172 shares
    Change vs previous 13F +37,168 shares

    0.41% of the 13F portfolio, value $15,393,166.

    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: 336,841 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 43,331 shares

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

  6. period ended2025-03-31
    13F 343,004 shares
    Change vs previous 13F +31,171 shares

    0.37% of the 13F portfolio, value $12,488,804.

    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: 304,647 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 38,357 shares

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

  7. period ended2024-12-31
    13F 311,833 shares
    Change vs previous 13F +85,359 shares

    0.33% of the 13F portfolio, value $10,642,861.

    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: 274,152 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 37,681 shares

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

  8. period ended2024-09-30
    13F 226,474 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,506,355.

    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: 226,474 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 150,138 shares (included in another member's report, not added)

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