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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 115,453 XLK 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 115,453 shares
    Change vs previous 13F -2,566 shares

    0.43% of the 13F portfolio, value $21,996,033.

    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: 79,351 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 36,102 shares

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

  2. period ended2026-03-31
    13F 118,019 shares
    Change vs previous 13F -718 shares

    0.35% of the 13F portfolio, value $15,684,724.

    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: 79,636 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 38,383 shares

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

  3. period ended2025-12-31
    13F 118,737 shares
    Change vs previous 13F +75,750 shares

    0.39% of the 13F portfolio, value $17,094,558.

    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: 82,072 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 36,665 shares

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

  4. period ended2025-09-30
    13F 42,987 shares
    Change vs previous 13F -988 shares

    0.3% of the 13F portfolio, value $12,116,224.

    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: 41,210 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,777 shares

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

  5. period ended2025-06-30
    13F 43,975 shares
    Change vs previous 13F +17,143 shares

    0.3% of the 13F portfolio, value $11,135,758.

    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: 42,014 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,961 shares

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

  6. period ended2025-03-31
    13F 26,832 shares
    Change vs previous 13F -495 shares

    0.17% of the 13F portfolio, value $5,540,305.

    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: 24,417 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,415 shares

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

  7. period ended2024-12-31
    13F 27,327 shares
    Change vs previous 13F -2,446 shares

    0.2% of the 13F portfolio, value $6,354,013.

    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: 25,436 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,891 shares

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

  8. period ended2024-09-30
    13F 29,773 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,721,463.

    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).