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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 2,328 ALLE 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 2,328 shares
    Change vs previous 13F +127 shares

    0.01% of the 13F portfolio, value $326,917.

    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: 1,358 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 970 shares

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

  2. period ended2026-03-31
    13F 2,201 shares
    Change vs previous 13F +125 shares

    0.01% of the 13F portfolio, value $319,638.

    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: 1,367 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 834 shares

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

  3. period ended2025-12-31
    13F 2,076 shares
    Change vs previous 13F -21 shares

    0.01% of the 13F portfolio, value $330,383.

    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: 1,358 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 718 shares

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

  4. period ended2025-09-30
    13F 2,097 shares
    Change vs previous 13F -148 shares

    0.01% of the 13F portfolio, value $371,724.

    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: 1,385 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 712 shares

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

  5. period ended2025-06-30
    13F 2,245 shares
    Change vs previous 13F -253 shares

    0.01% of the 13F portfolio, value $323,404.

    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: 1,869 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 376 shares

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

  6. period ended2025-03-31
    13F 2,498 shares
    Change vs previous 13F -1,089 shares

    0.01% of the 13F portfolio, value $325,888.

    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: 2,199 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 299 shares

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

  7. period ended2024-12-31
    13F 3,587 shares
    Change vs previous 13F +46 shares

    0.01% of the 13F portfolio, value $468,749.

    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: 3,431 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 156 shares

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

  8. period ended2024-09-30
    13F 3,541 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $516,065.

    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).