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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 8,653 WTW 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 8,653 shares
    Change vs previous 13F -371 shares

    0.04% of the 13F portfolio, value $2,261,444.

    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: 7,928 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 725 shares

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

  2. period ended2026-03-31
    13F 9,024 shares
    Change vs previous 13F -595 shares

    0.06% of the 13F portfolio, value $2,623,064.

    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: 8,119 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 905 shares

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

  3. period ended2025-12-31
    13F 9,619 shares
    Change vs previous 13F -196 shares

    0.07% of the 13F portfolio, value $3,160,674.

    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: 8,578 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,041 shares

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

  4. period ended2025-09-30
    13F 9,815 shares
    Change vs previous 13F -236 shares

    0.08% of the 13F portfolio, value $3,390,456.

    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: 8,724 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,091 shares

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

  5. period ended2025-06-30
    13F 10,051 shares
    Change vs previous 13F -619 shares

    0.08% of the 13F portfolio, value $3,080,512.

    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: 9,232 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 819 shares

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

  6. period ended2025-03-31
    13F 10,670 shares
    Change vs previous 13F -93 shares

    0.11% of the 13F portfolio, value $3,605,794.

    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: 9,880 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 790 shares

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

  7. period ended2024-12-31
    13F 10,763 shares
    Change vs previous 13F +508 shares

    0.1% of the 13F portfolio, value $3,371,347.

    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: 10,607 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 156 shares

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

  8. period ended2024-09-30
    13F 10,255 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,020,288.

    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: 10,255 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 7,507 shares (included in another member's report, not added)

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