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
- period ended2026-06-3013F 77,929 sharesChange 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).
- period ended2026-03-3113F 75,580 sharesChange 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).
- period ended2025-12-3113F 74,811 sharesChange 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).
- period ended2025-09-3013F 60,797 sharesChange 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).
- period ended2025-06-3013F 59,564 sharesChange 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).
- period ended2025-03-3113F 51,628 sharesChange 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).
- period ended2024-12-3113F 50,725 sharesChange 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).
- period ended2024-09-3013F 47,414 sharesChange 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).