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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 4,742 ALL 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 4,742 shares
    Change vs previous 13F +966 shares

    0.02% of the 13F portfolio, value $1,128,298.

    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: 3,260 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,482 shares

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

  2. period ended2026-03-31
    13F 3,776 shares
    Change vs previous 13F -664 shares

    0.02% of the 13F portfolio, value $782,924.

    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: 2,382 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,394 shares

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

  3. period ended2025-12-31
    13F 4,440 shares
    Change vs previous 13F +1,977 shares

    0.02% of the 13F portfolio, value $924,141.

    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: 3,063 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,377 shares

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

  4. period ended2025-09-30
    13F 2,463 shares
    Change vs previous 13F -88 shares

    0.01% of the 13F portfolio, value $528,594.

    13F-HR 0001766904-25-000006 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,081 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,382 shares

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

  5. period ended2025-06-30
    13F 2,551 shares
    Change vs previous 13F +83 shares

    0.01% of the 13F portfolio, value $513,404.

    13F-HR 0001766904-25-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,182 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,369 shares

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

  6. period ended2025-03-31
    13F 2,468 shares
    Change vs previous 13F -34 shares

    0.02% of the 13F portfolio, value $511,068.

    13F-HR 0001766904-25-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,172 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,296 shares

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

  7. period ended2024-12-31
    13F 2,502 shares
    Change vs previous 13F +45 shares

    0.01% of the 13F portfolio, value $482,338.

    13F-HR 0001766904-25-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,247 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,255 shares

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

  8. period ended2024-09-30
    13F 2,457 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $466,096.

    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).