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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 43,737 XLC 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 43,737 shares
    Change vs previous 13F -5,897 shares

    0.09% of the 13F portfolio, value $4,685,548.

    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: 23,268 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 20,469 shares

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

  2. period ended2026-03-31
    13F 49,634 shares
    Change vs previous 13F -736 shares

    0.12% of the 13F portfolio, value $5,502,376.

    13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 22,335 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 27,299 shares

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

  3. period ended2025-12-31
    13F 50,370 shares
    Change vs previous 13F +24,765 shares

    0.13% of the 13F portfolio, value $5,929,581.

    13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 22,752 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 27,618 shares

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

  4. period ended2025-09-30
    13F 25,605 shares
    Change vs previous 13F -727 shares

    0.07% of the 13F portfolio, value $3,030,867.

    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: 25,551 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 54 shares

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

  5. period ended2025-06-30
    13F 26,332 shares
    Change vs previous 13F -1,951 shares

    0.08% of the 13F portfolio, value $2,857,800.

    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: 26,033 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 299 shares

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

  6. period ended2025-03-31
    13F 28,283 shares
    Change vs previous 13F +1,868 shares

    0.08% of the 13F portfolio, value $2,727,870.

    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: 27,392 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 891 shares

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

  7. period ended2024-12-31
    13F 26,415 shares
    Change vs previous 13F -573 shares

    0.08% of the 13F portfolio, value $2,557,197.

    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: 26,131 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 284 shares

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

  8. period ended2024-09-30
    13F 26,988 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,439,758.

    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).