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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 7,315 ADP 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 7,315 shares
    Change vs previous 13F -907 shares

    0.03% of the 13F portfolio, value $1,638,166.

    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: 5,360 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,955 shares

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

  2. period ended2026-03-31
    13F 8,222 shares
    Change vs previous 13F +47 shares

    0.04% of the 13F portfolio, value $1,670,377.

    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: 5,465 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,757 shares

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

  3. period ended2025-12-31
    13F 8,175 shares
    Change vs previous 13F +9 shares

    0.05% of the 13F portfolio, value $2,102,712.

    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: 5,391 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,784 shares

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

  4. period ended2025-09-30
    13F 8,166 shares
    Change vs previous 13F -467 shares

    0.06% of the 13F portfolio, value $2,396,734.

    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: 5,429 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,737 shares

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

  5. period ended2025-06-30
    13F 8,633 shares
    Change vs previous 13F -158 shares

    0.07% of the 13F portfolio, value $2,662,954.

    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: 5,946 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,687 shares

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

  6. period ended2025-03-31
    13F 8,791 shares
    Change vs previous 13F -85 shares

    0.08% of the 13F portfolio, value $2,686,039.

    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: 6,236 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,555 shares

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

  7. period ended2024-12-31
    13F 8,876 shares
    Change vs previous 13F -111 shares

    0.08% of the 13F portfolio, value $2,598,355.

    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: 6,425 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,451 shares

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

  8. period ended2024-09-30
    13F 8,987 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,487,032.

    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).