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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 77,929 V 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 77,929 shares
    Change vs previous 13F +2,349 shares

    0.53% of the 13F portfolio, value $26,736,249.

    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: 68,238 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 9,691 shares

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

  2. period ended2026-03-31
    13F 75,580 shares
    Change vs previous 13F +769 shares

    0.52% of the 13F portfolio, value $22,842,931.

    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: 67,248 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 8,332 shares

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

  3. period ended2025-12-31
    13F 74,811 shares
    Change vs previous 13F +14,014 shares

    0.6% of the 13F portfolio, value $26,236,624.

    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: 66,536 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 8,275 shares

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

  4. period ended2025-09-30
    13F 60,797 shares
    Change vs previous 13F +1,233 shares

    0.51% of the 13F portfolio, value $20,754,551.

    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: 52,971 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,826 shares

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

  5. period ended2025-06-30
    13F 59,564 shares
    Change vs previous 13F +7,936 shares

    0.56% of the 13F portfolio, value $21,147,877.

    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: 51,958 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,606 shares

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

  6. period ended2025-03-31
    13F 51,628 shares
    Change vs previous 13F +903 shares

    0.54% of the 13F portfolio, value $18,093,434.

    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: 44,633 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,995 shares

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

  7. period ended2024-12-31
    13F 50,725 shares
    Change vs previous 13F +3,311 shares

    0.5% of the 13F portfolio, value $16,030,925.

    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: 44,951 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,774 shares

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

  8. period ended2024-09-30
    13F 47,414 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $13,036,448.

    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: 47,414 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 2,848 shares (included in another member's report, not added)

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