Skip to content
Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 1,892 WSO 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 1,892 shares
    Change vs previous 13F +340 shares

    0.02% of the 13F portfolio, value $788,276.

    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: 1,282 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 610 shares

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

  2. period ended2026-03-31
    13F 1,552 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $564,426.

    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: 956 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 596 shares

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

  3. period ended2025-12-31
    13F 1,551 shares
    Change vs previous 13F -77 shares

    0.01% of the 13F portfolio, value $522,761.

    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: 920 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 631 shares

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

  4. period ended2025-09-30
    13F 1,628 shares
    Change vs previous 13F +42 shares

    0.02% of the 13F portfolio, value $658,355.

    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: 995 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 633 shares

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

  5. period ended2025-06-30
    13F 1,586 shares
    Change vs previous 13F -28 shares

    0.02% of the 13F portfolio, value $700,559.

    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: 1,056 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 530 shares

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

  6. period ended2025-03-31
    13F 1,614 shares
    Change vs previous 13F +42 shares

    0.02% of the 13F portfolio, value $820,547.

    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: 1,073 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 541 shares

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

  7. period ended2024-12-31
    13F 1,572 shares
    Change vs previous 13F -6 shares

    0.02% of the 13F portfolio, value $745,080.

    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: 1,050 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 522 shares

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

  8. period ended2024-09-30
    13F 1,578 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $776,298.

    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).