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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 27,971 XLP 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 27,971 shares
    Change vs previous 13F -23,452 shares

    0.05% of the 13F portfolio, value $2,323,512.

    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: 27,033 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 938 shares

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

  2. period ended2026-03-31
    13F 51,423 shares
    Change vs previous 13F -1,812 shares

    0.1% of the 13F portfolio, value $4,215,694.

    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: 25,916 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 25,507 shares

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

  3. period ended2025-12-31
    13F 53,235 shares
    Change vs previous 13F +28,145 shares

    0.09% of the 13F portfolio, value $4,135,303.

    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: 25,758 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 27,477 shares

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

  4. period ended2025-09-30
    13F 25,090 shares
    Change vs previous 13F +1,506 shares

    0.05% of the 13F portfolio, value $1,966,317.

    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: 24,357 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 733 shares

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

  5. period ended2025-06-30
    13F 23,584 shares
    Change vs previous 13F +1,571 shares

    0.05% of the 13F portfolio, value $1,909,641.

    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: 22,666 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 918 shares

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

  6. period ended2025-03-31
    13F 22,013 shares
    Change vs previous 13F -414 shares

    0.05% of the 13F portfolio, value $1,797,804.

    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: 20,404 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,609 shares

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

  7. period ended2024-12-31
    13F 22,427 shares
    Change vs previous 13F +726 shares

    0.05% of the 13F portfolio, value $1,762,967.

    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: 21,520 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 907 shares

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

  8. period ended2024-09-30
    13F 21,701 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,801,215.

    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).