Skip to content
Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 3,772 APD 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 3,772 shares
    Change vs previous 13F -214 shares

    0.02% of the 13F portfolio, value $1,105,876.

    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: 2,310 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,462 shares

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

  2. period ended2026-03-31
    13F 3,986 shares
    Change vs previous 13F +1,793 shares

    0.03% of the 13F portfolio, value $1,157,895.

    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: 2,479 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,507 shares

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

  3. period ended2025-12-31
    13F 2,193 shares
    Change vs previous 13F +37 shares

    0.01% of the 13F portfolio, value $541,715.

    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: 1,616 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 577 shares

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

  4. period ended2025-09-30
    13F 2,156 shares
    Change vs previous 13F -24 shares

    0.01% of the 13F portfolio, value $588,003.

    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: 1,581 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 575 shares

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

  5. period ended2025-06-30
    13F 2,180 shares
    Change vs previous 13F -426 shares

    0.02% of the 13F portfolio, value $614,908.

    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: 1,637 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 543 shares

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

  6. period ended2025-03-31
    13F 2,606 shares
    Change vs previous 13F -5 shares

    0.02% of the 13F portfolio, value $768,581.

    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: 2,095 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 511 shares

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

  7. period ended2024-12-31
    13F 2,611 shares
    Change vs previous 13F -349 shares

    0.02% of the 13F portfolio, value $757,312.

    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: 2,242 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 369 shares

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

  8. period ended2024-09-30
    13F 2,960 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $881,407.

    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).