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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 4,304 A 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 4,304 shares
    Change vs previous 13F -110 shares

    0.01% of the 13F portfolio, value $571,701.

    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: 3,326 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 978 shares

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

  2. period ended2026-03-31
    13F 4,414 shares
    Change vs previous 13F +227 shares

    0.01% of the 13F portfolio, value $503,108.

    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: 3,461 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 953 shares

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

  3. period ended2025-12-31
    13F 4,187 shares
    Change vs previous 13F +207 shares

    0.01% of the 13F portfolio, value $569,726.

    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: 3,503 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 684 shares

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

  4. period ended2025-09-30
    13F 3,980 shares
    Change vs previous 13F +46 shares

    0.01% of the 13F portfolio, value $510,832.

    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: 3,503 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 477 shares

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

  5. period ended2025-06-30
    13F 3,934 shares
    Change vs previous 13F -73 shares

    0.01% of the 13F portfolio, value $464,251.

    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: 3,565 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 369 shares

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

  6. period ended2025-03-31
    13F 4,007 shares
    Change vs previous 13F +119 shares

    0.01% of the 13F portfolio, value $468,716.

    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: 3,688 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 319 shares

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

  7. period ended2024-12-31
    13F 3,888 shares
    Change vs previous 13F +84 shares

    0.02% of the 13F portfolio, value $522,262.

    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: 3,585 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 303 shares

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

  8. period ended2024-09-30
    13F 3,804 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $564,817.

    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).