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Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 11,898 XBI 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 11,898 shares
    Change vs previous 13F +24 shares

    0.04% of the 13F portfolio, value $1,882,919.

    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: 11,713 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 185 shares

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

  2. period ended2026-03-31
    13F 11,874 shares
    Change vs previous 13F -3,423 shares

    0.03% of the 13F portfolio, value $1,516,695.

    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: 11,444 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 430 shares

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

  3. period ended2025-12-31
    13F 15,297 shares
    Change vs previous 13F +4,054 shares

    0.04% of the 13F portfolio, value $1,865,191.

    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: 14,993 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 304 shares

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

  4. period ended2025-09-30
    13F 11,243 shares
    Change vs previous 13F -688 shares

    0.03% of the 13F portfolio, value $1,126,550.

    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: 10,998 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 245 shares

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

  5. period ended2025-06-30
    13F 11,931 shares
    Change vs previous 13F +5,915 shares

    0.03% of the 13F portfolio, value $989,470.

    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: 11,686 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 245 shares

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

  6. period ended2025-03-31
    13F 6,016 shares
    Change vs previous 13F -516 shares

    0.01% of the 13F portfolio, value $487,898.

    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: 5,771 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 245 shares

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

  7. period ended2024-12-31
    13F 6,532 shares
    Change vs previous 13F +6,532 shares

    0.02% of the 13F portfolio, value $588,273.

    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: 6,287 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 245 shares

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

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.