Skip to content
Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 101,253 VTEB 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 101,253 shares
    Change vs previous 13F +576 shares

    0.1% of the 13F portfolio, value $5,121,385.

    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: 59,673 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 41,580 shares

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

  2. period ended2026-03-31
    13F 100,677 shares
    Change vs previous 13F +8,593 shares

    0.11% of the 13F portfolio, value $5,022,787.

    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: 62,395 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 38,282 shares

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

  3. period ended2025-12-31
    13F 92,084 shares
    Change vs previous 13F +37,570 shares

    0.11% of the 13F portfolio, value $4,630,896.

    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: 61,077 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 31,007 shares

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

  4. period ended2025-09-30
    13F 54,514 shares
    Change vs previous 13F +134 shares

    0.07% of the 13F portfolio, value $2,729,536.

    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: 53,618 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 896 shares

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

  5. period ended2025-06-30
    13F 54,380 shares
    Change vs previous 13F +102 shares

    0.07% of the 13F portfolio, value $2,666,252.

    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: 53,618 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 762 shares

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

  6. period ended2025-03-31
    13F 54,278 shares
    Change vs previous 13F -64 shares

    0.08% of the 13F portfolio, value $2,693,275.

    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: 53,525 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 753 shares

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

  7. period ended2024-12-31
    13F 54,342 shares
    Change vs previous 13F -1,972 shares

    0.08% of the 13F portfolio, value $2,724,164.

    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: 53,525 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 817 shares

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

  8. period ended2024-09-30
    13F 56,314 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,878,772.

    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).