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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 44,672 WES 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 44,672 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,954,847.

    13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,017 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 43,655 shares

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

  2. period ended2026-03-31
    13F 44,672 shares
    Change vs previous 13F -3,025 shares

    0.04% of the 13F portfolio, value $1,839,146.

    13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,017 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 43,655 shares

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

  3. period ended2025-12-31
    13F 47,697 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,884,032.

    13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,017 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 46,680 shares

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

  4. period ended2025-09-30
    13F 47,697 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,874,015.

    13F-HR 0001766904-25-000006 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,017 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 46,680 shares

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

  5. period ended2025-06-30
    13F 47,697 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,845,874.

    13F-HR 0001766904-25-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,017 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 46,680 shares

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

  6. period ended2025-03-31
    13F 47,697 shares
    Change vs previous 13F -1,775 shares

    0.06% of the 13F portfolio, value $1,953,669.

    13F-HR 0001766904-25-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,017 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 46,680 shares

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

  7. period ended2024-12-31
    13F 49,472 shares
    Change vs previous 13F +1,017 shares

    0.06% of the 13F portfolio, value $1,901,209.

    13F-HR 0001766904-25-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,017 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 48,455 shares

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

  8. period ended2024-09-30
    13F 48,455 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,853,888.

    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).