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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 535,169 AAPL 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 535,169 shares
    Change vs previous 13F +13,551 shares

    3.05% of the 13F portfolio, value $154,856,204.

    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: 481,881 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 53,288 shares

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

  2. period ended2026-03-31
    13F 521,618 shares
    Change vs previous 13F +7,104 shares

    2.99% of the 13F portfolio, value $132,381,280.

    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: 472,162 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 49,456 shares

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

  3. period ended2025-12-31
    13F 514,514 shares
    Change vs previous 13F +14,192 shares

    3.17% of the 13F portfolio, value $139,875,498.

    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: 467,079 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 47,435 shares

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

  4. period ended2025-09-30
    13F 500,322 shares
    Change vs previous 13F -404 shares

    3.11% of the 13F portfolio, value $127,396,815.

    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: 455,146 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 45,176 shares

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

  5. period ended2025-06-30
    13F 500,726 shares
    Change vs previous 13F +13,415 shares

    2.73% of the 13F portfolio, value $102,733,858.

    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: 458,846 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 41,880 shares

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

  6. period ended2025-03-31
    13F 487,311 shares
    Change vs previous 13F +20,178 shares

    3.25% of the 13F portfolio, value $108,246,500.

    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: 455,588 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 31,723 shares

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

  7. period ended2024-12-31
    13F 467,133 shares
    Change vs previous 13F +26,512 shares

    3.63% of the 13F portfolio, value $116,979,507.

    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: 439,163 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 27,970 shares

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

  8. period ended2024-09-30
    13F 440,621 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $102,664,856.

    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: 440,621 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 36,184 shares (included in another member's report, not added)

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