Skip to content
Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 281,225 SPYV 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 281,225 shares
    Change vs previous 13F -8,886 shares

    0.34% of the 13F portfolio, value $17,095,691.

    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: 209,226 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 71,999 shares

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

  2. period ended2026-03-31
    13F 290,111 shares
    Change vs previous 13F -3,849 shares

    0.37% of the 13F portfolio, value $16,414,496.

    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: 216,757 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 73,354 shares

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

  3. period ended2025-12-31
    13F 293,960 shares
    Change vs previous 13F -16,647 shares

    0.38% of the 13F portfolio, value $16,699,884.

    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: 222,725 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 71,235 shares

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

  4. period ended2025-09-30
    13F 310,607 shares
    Change vs previous 13F -14,424 shares

    0.42% of the 13F portfolio, value $17,185,891.

    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: 242,701 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 67,906 shares

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

  5. period ended2025-06-30
    13F 325,031 shares
    Change vs previous 13F -30,523 shares

    0.45% of the 13F portfolio, value $17,012,101.

    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: 258,306 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 66,725 shares

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

  6. period ended2025-03-31
    13F 355,554 shares
    Change vs previous 13F -84,304 shares

    0.54% of the 13F portfolio, value $18,158,121.

    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: 297,163 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 58,391 shares

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

  7. period ended2024-12-31
    13F 439,858 shares
    Change vs previous 13F +11,780 shares

    0.7% of the 13F portfolio, value $22,494,356.

    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: 382,808 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 57,050 shares

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

  8. period ended2024-09-30
    13F 428,078 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $22,628,214.

    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: 428,078 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 25,530 shares (included in another member's report, not added)

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