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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 216,444 SPSM 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 216,444 shares
    Change vs previous 13F +14,585 shares

    0.25% of the 13F portfolio, value $12,482,298.

    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: 216,363 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 81 shares

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

  2. period ended2026-03-31
    13F 201,859 shares
    Change vs previous 13F -2,467 shares

    0.22% of the 13F portfolio, value $9,753,822.

    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: 201,674 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 185 shares

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

  3. period ended2025-12-31
    13F 204,326 shares
    Change vs previous 13F -12,440 shares

    0.22% of the 13F portfolio, value $9,574,711.

    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: 204,141 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 185 shares

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

  4. period ended2025-09-30
    13F 216,766 shares
    Change vs previous 13F +3,750 shares

    0.26% of the 13F portfolio, value $10,040,620.

    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 213,016 shares
    Change vs previous 13F -49,190 shares

    0.25% of the 13F portfolio, value $9,074,461.

    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 262,206 shares
    Change vs previous 13F -376,657 shares

    0.34% of the 13F portfolio, value $10,687,488.

    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 638,863 shares
    Change vs previous 13F +261,811 shares

    0.93% of the 13F portfolio, value $28,697,729.

    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: 638,863 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 377,052 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $17,159,651.

    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: 377,052 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 367,172 shares (included in another member's report, not added)

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