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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 1,749 ATR 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 1,749 shares
    Change vs previous 13F -589 shares

    <0.01% of the 13F portfolio, value $218,975.

    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: 1,325 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 424 shares

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

  2. period ended2026-03-31
    13F 2,338 shares
    Change vs previous 13F +391 shares

    0.01% of the 13F portfolio, value $294,634.

    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: 1,959 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 379 shares

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

  3. period ended2025-12-31
    13F 1,947 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $237,456.

    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: 1,925 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 22 shares

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

  4. period ended2025-09-30
    13F 1,951 shares
    Change vs previous 13F -16 shares

    0.01% of the 13F portfolio, value $260,771.

    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: 1,925 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 26 shares

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

  5. period ended2025-06-30
    13F 1,967 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $307,698.

    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: 1,925 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 42 shares

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