CARY STREET PARTNERS FINANCIAL LLC DEFT — DEFI TECHNOLOGIES INC COM

Ownership history in CARY STREET PARTNERS FINANCIAL LLC  ·  5 quarters on record

AI Ownership Summary

CARY STREET PARTNERS FINANCIAL LLC reported DEFI TECHNOLOGIES INC COM (DEFT) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows DEFT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DEFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CARY STREET PARTNERS FINANCIAL LLC's position in DEFI TECHNOLOGIES INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DEFT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DEFT stock page CARY STREET PARTNERS FINANCIAL LLC fund profile CARY STREET PARTNERS FINANCIAL LLC full holdings
How CARY STREET PARTNERS FINANCIAL LLC held DEFT — position size vs. price
% of Fund (quarterly)    DEFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 13,692 — 0% 0.00% $7K 2026-07-17 $0.43
2026 Q1 REDUCED 21.4% -3.6% ✅ 13,692 -3,723 -21.4% 0.00% $8K 2026-04-29 $0.75
2025 Q4 UNCHANGED — — — 17,415 — 0% 0.00% $13K 2026-02-09 $0.76
2025 Q3 REDUCED 10.4% -64.9% ✅ 17,415 -2,031 -10.4% 0.00% $37K 2025-11-10 $1.76
2025 Q2 INITIATED — — — 19,446 — — 0.00% $57K 2025-08-13 $2.52

🏢 Other funds also holding DEFT

As of 2026 Q2 — sorted by position size

City State Bank 3Y 0.0% NOVEM GROUP 0.0% First Heartland Consultants, Inc. 3Y 7Y 0.0% Everhart Financial Group, Inc. 3Y 0.0% Vermillion Wealth Management, Inc. 0.0% Cedar Mountain Advisors, LLC 3Y 0.0% Farther Finance Advisors, LLC 0.0% HALBERT HARGROVE GLOBAL ADVISORS, LLC 3Y 7Y 0.0% Ritter Daniher Financial Advisory LLC / DE 3Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About CARY STREET PARTNERS FINANCIAL LLC and DEFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CARY STREET PARTNERS FINANCIAL LLC reported owning DEFT?

CARY STREET PARTNERS FINANCIAL LLC reported DEFT across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported DEFT position in CARY STREET PARTNERS FINANCIAL LLC's portfolio?

The largest reported portfolio weight for DEFT was 0.00% in 2025 Q2.

What is the latest reported DEFT position on this page?

The most recent filing on this page is 2026 Q2, when CARY STREET PARTNERS FINANCIAL LLC reported 13,692 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this DEFT ownership page compare?

The chart compares CARY STREET PARTNERS FINANCIAL LLC's quarterly DEFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CARY STREET PARTNERS FINANCIAL LLC time their DEFT position?

Based on 13F filing dates vs. subsequent DEFT price moves, CARY STREET PARTNERS FINANCIAL LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DEFT relative to SPY over the holding period was -87.5%.

← Back to CARY STREET PARTNERS FINANCIAL LLC Holdings