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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 40,356 XLB 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 40,356 shares
    Change vs previous 13F +21,751 shares

    0.04% of the 13F portfolio, value $2,051,295.

    13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 19,924 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 20,432 shares

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

  2. period ended2026-03-31
    13F 18,605 shares
    Change vs previous 13F -227 shares

    0.02% of the 13F portfolio, value $929,692.

    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: 18,443 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 162 shares

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

  3. period ended2025-12-31
    13F 18,832 shares
    Change vs previous 13F +9,440 shares

    0.02% of the 13F portfolio, value $854,031.

    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: 18,466 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 366 shares

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

  4. period ended2025-09-30
    13F 9,392 shares
    Change vs previous 13F -1,180 shares

    0.02% of the 13F portfolio, value $841,710.

    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: 9,311 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 81 shares

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

  5. period ended2025-06-30
    13F 10,572 shares
    Change vs previous 13F -459 shares

    0.02% of the 13F portfolio, value $928,335.

    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: 10,491 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 81 shares

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

  6. period ended2025-03-31
    13F 11,031 shares
    Change vs previous 13F -492 shares

    0.03% of the 13F portfolio, value $948,445.

    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: 10,950 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 81 shares

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

  7. period ended2024-12-31
    13F 11,523 shares
    Change vs previous 13F +2,955 shares

    0.03% of the 13F portfolio, value $969,545.

    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: 11,442 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 81 shares

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

  8. period ended2024-09-30
    13F 8,568 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $825,784.

    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).