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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 22,866 AGI 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 22,866 shares
    Change vs previous 13F -3,221 shares

    0.01% of the 13F portfolio, value $693,754.

    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: 22,510 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 356 shares

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

  2. period ended2026-03-31
    13F 26,087 shares
    Change vs previous 13F +1,000 shares

    0.03% of the 13F portfolio, value $1,159,046.

    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: 25,695 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 392 shares

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

  3. period ended2025-12-31
    13F 25,087 shares
    Change vs previous 13F +345 shares

    0.02% of the 13F portfolio, value $967,856.

    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: 24,730 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 357 shares

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

  4. period ended2025-09-30
    13F 24,742 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $862,506.

    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: 24,395 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 347 shares

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