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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 2,712 ATO 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 2,712 shares
    Change vs previous 13F +228 shares

    0.01% of the 13F portfolio, value $467,207.

    13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 575 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,137 shares

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

  2. period ended2026-03-31
    13F 2,484 shares
    Change vs previous 13F +65 shares

    0.01% of the 13F portfolio, value $458,831.

    13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 580 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,904 shares

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

  3. period ended2025-12-31
    13F 2,419 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $405,461.

    13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 475 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,944 shares

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

  4. period ended2025-09-30
    13F 2,423 shares
    Change vs previous 13F +60 shares

    0.01% of the 13F portfolio, value $413,665.

    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: 475 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,948 shares

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

  5. period ended2025-06-30
    13F 2,363 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $364,086.

    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: 458 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,905 shares

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

  6. period ended2025-03-31
    13F 2,295 shares
    Change vs previous 13F +226 shares

    0.01% of the 13F portfolio, value $354,816.

    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: 424 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,871 shares

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

  7. period ended2024-12-31
    13F 2,069 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $288,179.

    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: 266 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,803 shares

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

  8. period ended2024-09-30
    13F 2,064 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $286,305.

    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).