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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 426,371 SPYM 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 426,371 shares
    Change vs previous 13F -85,006 shares

    0.74% of the 13F portfolio, value $37,469,516.

    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: 333,604 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 92,767 shares

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

  2. period ended2026-03-31
    13F 511,377 shares
    Change vs previous 13F +4,797 shares

    0.88% of the 13F portfolio, value $39,140,772.

    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: 443,672 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 67,705 shares

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

  3. period ended2025-12-31
    13F 506,580 shares
    Change vs previous 13F -84,644 shares

    0.92% of the 13F portfolio, value $40,637,893.

    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: 448,229 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 58,351 shares

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

  4. period ended2025-09-30
    13F 591,224 shares
    Change vs previous 13F +7,866 shares

    1.13% of the 13F portfolio, value $46,316,450.

    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: 590,326 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 898 shares

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

  5. period ended2025-06-30
    13F 583,358 shares
    Change vs previous 13F +36,812 shares

    1.12% of the 13F portfolio, value $42,404,319.

    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: 582,460 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 898 shares

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

  6. period ended2025-03-31
    13F 546,546 shares
    Change vs previous 13F +33,946 shares

    1.08% of the 13F portfolio, value $35,940,856.

    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: 545,799 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 747 shares

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

  7. period ended2024-12-31
    13F 512,600 shares
    Change vs previous 13F +192,633 shares

    1.1% of the 13F portfolio, value $35,338,633.

    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: 504,157 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 8,443 shares

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

  8. period ended2024-09-30
    13F 319,967 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $21,600,986.

    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: 319,967 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 240,651 shares (included in another member's report, not added)

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