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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 61,634 AGG 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 61,634 shares
    Change vs previous 13F -3,032 shares

    0.12% of the 13F portfolio, value $6,100,563.

    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: 59,220 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,414 shares

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

  2. period ended2026-03-31
    13F 64,666 shares
    Change vs previous 13F +849 shares

    0.14% of the 13F portfolio, value $6,419,368.

    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: 59,769 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,897 shares

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

  3. period ended2025-12-31
    13F 63,817 shares
    Change vs previous 13F +8,337 shares

    0.14% of the 13F portfolio, value $6,374,052.

    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: 60,317 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,500 shares

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

  4. period ended2025-09-30
    13F 55,480 shares
    Change vs previous 13F +893 shares

    0.14% of the 13F portfolio, value $5,561,885.

    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: 49,213 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,267 shares

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

  5. period ended2025-06-30
    13F 54,587 shares
    Change vs previous 13F +5,380 shares

    0.14% of the 13F portfolio, value $5,415,060.

    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: 49,788 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,799 shares

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

  6. period ended2025-03-31
    13F 49,207 shares
    Change vs previous 13F -3,853 shares

    0.15% of the 13F portfolio, value $4,867,555.

    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: 47,502 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,705 shares

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

  7. period ended2024-12-31
    13F 53,060 shares
    Change vs previous 13F +506 shares

    0.16% of the 13F portfolio, value $5,141,468.

    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: 51,614 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,446 shares

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

  8. period ended2024-09-30
    13F 52,554 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,322,158.

    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).