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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 26,547 USMV 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 26,547 shares
    Change vs previous 13F -3,105 shares

    0.05% of the 13F portfolio, value $2,560,724.

    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: 24,836 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,711 shares

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

  2. period ended2026-03-31
    13F 29,652 shares
    Change vs previous 13F -454 shares

    0.06% of the 13F portfolio, value $2,749,926.

    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: 27,941 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,711 shares

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

  3. period ended2025-12-31
    13F 30,106 shares
    Change vs previous 13F +2,117 shares

    0.06% of the 13F portfolio, value $2,834,781.

    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: 28,476 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,630 shares

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

  4. period ended2025-09-30
    13F 27,989 shares
    Change vs previous 13F -898 shares

    0.07% of the 13F portfolio, value $2,662,873.

    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: 26,500 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,489 shares

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

  5. period ended2025-06-30
    13F 28,887 shares
    Change vs previous 13F +744 shares

    0.08% of the 13F portfolio, value $2,711,623.

    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 28,143 shares
    Change vs previous 13F -645 shares

    0.08% of the 13F portfolio, value $2,635,873.

    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 28,788 shares
    Change vs previous 13F +9,321 shares

    0.08% of the 13F portfolio, value $2,556,087.

    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: 28,788 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 19,467 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,777,532.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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