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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 5,959 SW 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 5,959 shares
    Change vs previous 13F -667 shares

    0.01% of the 13F portfolio, value $275,663.

    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: 1,540 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,419 shares

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

  2. period ended2026-03-31
    13F 6,626 shares
    Change vs previous 13F +89 shares

    0.01% of the 13F portfolio, value $264,047.

    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: 2,120 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,506 shares

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

  3. period ended2025-12-31
    13F 6,537 shares
    Change vs previous 13F -797 shares

    0.01% of the 13F portfolio, value $252,787.

    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: 2,740 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,797 shares

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

  4. period ended2025-09-30
    13F 7,334 shares
    Change vs previous 13F +1,428 shares

    0.01% of the 13F portfolio, value $312,207.

    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: 3,154 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,180 shares

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

  5. period ended2025-06-30
    13F 5,906 shares
    Change vs previous 13F +473 shares

    0.01% of the 13F portfolio, value $254,845.

    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: 2,575 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,331 shares

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

  6. period ended2025-03-31
    13F 5,433 shares
    Change vs previous 13F +1,239 shares

    0.01% of the 13F portfolio, value $244,810.

    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: 2,591 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,842 shares

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

  7. period ended2024-12-31
    13F 4,194 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $225,889.

    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: 2,177 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,017 shares

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