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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 452,363 WTPI 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 452,363 shares
    Change vs previous 13F +90,792 shares

    0.29% of the 13F portfolio, value $14,832,991.

    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: 356,743 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 95,620 shares

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

  2. period ended2026-03-31
    13F 361,571 shares
    Change vs previous 13F +29,334 shares

    0.26% of the 13F portfolio, value $11,537,738.

    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: 327,587 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 33,984 shares

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

  3. period ended2025-12-31
    13F 332,237 shares
    Change vs previous 13F -677,676 shares

    0.25% of the 13F portfolio, value $10,970,469.

    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: 302,958 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 29,279 shares

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

  4. period ended2025-09-30
    13F 1,009,913 shares
    Change vs previous 13F -3,771 shares

    0.87% of the 13F portfolio, value $33,599,813.

    13F-HR 0001475045-25-000010 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).

  5. period ended2025-06-30
    13F 1,013,684 shares
    Change vs previous 13F -18,483 shares

    0.91% of the 13F portfolio, value $32,478,451.

    13F-HR 0001475045-25-000006 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).

  6. period ended2025-03-31
    13F 1,032,167 shares
    Change vs previous 13F +846,833 shares

    1.02% of the 13F portfolio, value $32,141,672.

    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 185,334 shares
    Change vs previous 13F -26,248 shares

    0.2% of the 13F portfolio, value $6,109,740.

    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: 185,334 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  8. period ended2024-09-30
    13F 211,582 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $7,003,364.

    13F-HR 0001845445-24-000006 filed by CARY STREET PARTNERS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 102,861 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 108,721 shares

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