Skip to content
Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 12,966 AGO 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 12,966 shares
    Change vs previous 13F -2,718 shares

    0.02% of the 13F portfolio, value $1,039,355.

    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: 12,500 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 466 shares

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

  2. period ended2026-03-31
    13F 15,684 shares
    Change vs previous 13F +627 shares

    0.03% of the 13F portfolio, value $1,277,933.

    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: 15,031 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 653 shares

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

  3. period ended2025-12-31
    13F 15,057 shares
    Change vs previous 13F -4 shares

    0.03% of the 13F portfolio, value $1,353,173.

    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: 15,000 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 57 shares

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

  4. period ended2025-09-30
    13F 15,061 shares
    Change vs previous 13F -6 shares

    0.03% of the 13F portfolio, value $1,274,913.

    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: 15,000 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 61 shares

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

  5. period ended2025-06-30
    13F 15,067 shares
    Change vs previous 13F +34 shares

    0.03% of the 13F portfolio, value $1,312,336.

    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: 15,000 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 67 shares

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

  6. period ended2025-03-31
    13F 15,033 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,324,407.

    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: 15,000 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 33 shares

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

  7. period ended2024-12-31
    13F 15,033 shares
    Change vs previous 13F -2,000 shares

    0.04% of the 13F portfolio, value $1,353,120.

    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: 15,014 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 19 shares

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

  8. period ended2024-09-30
    13F 17,033 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,354,464.

    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).