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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 20,218 SPEM 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 20,218 shares
    Change vs previous 13F -253 shares

    0.02% of the 13F portfolio, value $1,046,878.

    13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 5,391 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 14,827 shares

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

  2. period ended2026-03-31
    13F 20,471 shares
    Change vs previous 13F +472 shares

    0.02% of the 13F portfolio, value $960,285.

    13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 5,391 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 15,080 shares

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

  3. period ended2025-12-31
    13F 19,999 shares
    Change vs previous 13F +642 shares

    0.02% of the 13F portfolio, value $936,143.

    13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 5,391 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 14,608 shares

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

  4. period ended2025-09-30
    13F 19,357 shares
    Change vs previous 13F +245 shares

    0.02% of the 13F portfolio, value $906,102.

    13F-HR 0001766904-25-000006 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 5,522 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 13,835 shares

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

  5. period ended2025-06-30
    13F 19,112 shares
    Change vs previous 13F +1,491 shares

    0.02% of the 13F portfolio, value $816,847.

    13F-HR 0001766904-25-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 5,486 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 13,626 shares

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

  6. period ended2025-03-31
    13F 17,621 shares
    Change vs previous 13F +2,827 shares

    0.02% of the 13F portfolio, value $693,744.

    13F-HR 0001766904-25-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 5,546 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 12,075 shares

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

  7. period ended2024-12-31
    13F 14,794 shares
    Change vs previous 13F -953 shares

    0.02% of the 13F portfolio, value $567,651.

    13F-HR 0001766904-25-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 3,001 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 11,793 shares

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

  8. period ended2024-09-30
    13F 15,747 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $650,019.

    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).