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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 22,231 WM 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 22,231 shares
    Change vs previous 13F -777 shares

    0.1% of the 13F portfolio, value $4,954,849.

    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: 20,048 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,183 shares

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

  2. period ended2026-03-31
    13F 23,008 shares
    Change vs previous 13F +593 shares

    0.12% of the 13F portfolio, value $5,287,079.

    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: 20,678 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,330 shares

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

  3. period ended2025-12-31
    13F 22,415 shares
    Change vs previous 13F -554 shares

    0.11% of the 13F portfolio, value $4,924,763.

    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: 20,344 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,071 shares

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

  4. period ended2025-09-30
    13F 22,969 shares
    Change vs previous 13F -26 shares

    0.12% of the 13F portfolio, value $5,072,094.

    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: 20,994 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,975 shares

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

  5. period ended2025-06-30
    13F 22,995 shares
    Change vs previous 13F +7,458 shares

    0.14% of the 13F portfolio, value $5,261,925.

    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: 21,283 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,712 shares

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

  6. period ended2025-03-31
    13F 15,537 shares
    Change vs previous 13F +401 shares

    0.11% of the 13F portfolio, value $3,596,927.

    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: 13,925 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,612 shares

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

  7. period ended2024-12-31
    13F 15,136 shares
    Change vs previous 13F -1,001 shares

    0.09% of the 13F portfolio, value $3,054,240.

    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: 13,961 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,175 shares

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

  8. period ended2024-09-30
    13F 16,137 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,350,133.

    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: 16,137 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 2,235 shares (included in another member's report, not added)

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