Skip to content
Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 41,540 SPMD 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 41,540 shares
    Change vs previous 13F +3,057 shares

    0.06% of the 13F portfolio, value $2,806,445.

    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: 41,417 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 123 shares

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

  2. period ended2026-03-31
    13F 38,483 shares
    Change vs previous 13F -1,482 shares

    0.05% of the 13F portfolio, value $2,278,986.

    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: 38,302 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 181 shares

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

  3. period ended2025-12-31
    13F 39,965 shares
    Change vs previous 13F -220 shares

    0.05% of the 13F portfolio, value $2,314,367.

    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: 39,745 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 220 shares

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

  4. period ended2025-09-30
    13F 40,185 shares
    Change vs previous 13F +139 shares

    0.06% of the 13F portfolio, value $2,298,194.

    13F-HR 0001475045-25-000010 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).

  5. period ended2025-06-30
    13F 40,046 shares
    Change vs previous 13F -167,153 shares

    0.06% of the 13F portfolio, value $2,177,681.

    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 207,199 shares
    Change vs previous 13F +9,616 shares

    0.34% of the 13F portfolio, value $10,604,458.

    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 197,583 shares
    Change vs previous 13F +6,305 shares

    0.35% of the 13F portfolio, value $10,805,791.

    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: 197,583 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 191,278 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $10,459,060.

    13F-HR 0001845445-24-000006 filed by CARY STREET PARTNERS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 52,841 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 138,437 shares

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