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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 36,905 XLE 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 36,905 shares
    Change vs previous 13F +3,972 shares

    0.04% of the 13F portfolio, value $1,960,028.

    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: 36,446 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 459 shares

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

  2. period ended2026-03-31
    13F 32,933 shares
    Change vs previous 13F +4,009 shares

    0.05% of the 13F portfolio, value $2,017,494.

    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: 32,501 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 432 shares

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

  3. period ended2025-12-31
    13F 28,924 shares
    Change vs previous 13F +7,700 shares

    0.03% of the 13F portfolio, value $1,293,198.

    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: 28,480 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 444 shares

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

  4. period ended2025-09-30
    13F 21,224 shares
    Change vs previous 13F -1,920 shares

    0.05% of the 13F portfolio, value $1,896,115.

    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: 21,002 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 222 shares

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

  5. period ended2025-06-30
    13F 23,144 shares
    Change vs previous 13F -649 shares

    0.05% of the 13F portfolio, value $1,962,828.

    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: 22,922 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 222 shares

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

  6. period ended2025-03-31
    13F 23,793 shares
    Change vs previous 13F -1,280 shares

    0.07% of the 13F portfolio, value $2,223,463.

    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: 23,576 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 217 shares

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

  7. period ended2024-12-31
    13F 25,073 shares
    Change vs previous 13F +1,398 shares

    0.07% of the 13F portfolio, value $2,147,772.

    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: 24,841 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 232 shares

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

  8. period ended2024-09-30
    13F 23,675 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,078,632.

    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: 23,675 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 6,308 shares (included in another member's report, not added)

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