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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 3,830 VLUE 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 3,830 shares
    Change vs previous 13F -813 shares

    0.02% of the 13F portfolio, value $765,273.

    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: 2,423 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,407 shares

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

  2. period ended2026-03-31
    13F 4,643 shares
    Change vs previous 13F -924 shares

    0.01% of the 13F portfolio, value $660,189.

    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: 3,293 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,350 shares

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

  3. period ended2025-12-31
    13F 5,567 shares
    Change vs previous 13F +574 shares

    0.02% of the 13F portfolio, value $761,176.

    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: 3,590 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,977 shares

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

  4. period ended2025-09-30
    13F 4,993 shares
    Change vs previous 13F -143 shares

    0.02% of the 13F portfolio, value $624,375.

    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: 3,643 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,350 shares

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

  5. period ended2025-06-30
    13F 5,136 shares
    Change vs previous 13F -823 shares

    0.02% of the 13F portfolio, value $581,447.

    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: 5,131 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5 shares

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

  6. period ended2025-03-31
    13F 5,959 shares
    Change vs previous 13F -38 shares

    0.02% of the 13F portfolio, value $635,527.

    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 5,997 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $633,343.

    13F-HR 0001475045-25-000001 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).