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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 12,320 AGM 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 12,320 shares
    Change vs previous 13F -248 shares

    0.05% of the 13F portfolio, value $2,455,006.

    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: 12,315 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5 shares

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

  2. period ended2026-03-31
    13F 12,568 shares
    Change vs previous 13F -445 shares

    0.05% of the 13F portfolio, value $1,864,463.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 13,013 shares
    Change vs previous 13F +2,132 shares

    0.06% of the 13F portfolio, value $2,284,692.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,881 shares
    Change vs previous 13F +693 shares

    0.05% of the 13F portfolio, value $1,827,790.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,188 shares
    Change vs previous 13F +47 shares

    0.06% of the 13F portfolio, value $1,979,325.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,141 shares
    Change vs previous 13F -1,108 shares

    0.06% of the 13F portfolio, value $1,901,539.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 11,249 shares
    Change vs previous 13F -937 shares

    0.07% of the 13F portfolio, value $2,215,491.

    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: 11,249 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  8. period ended2024-09-30
    13F 12,186 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,283,778.

    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: 12,186 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 11,459 shares (included in another member's report, not added)

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