Skip to content

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 7,526 AVY 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 7,526 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $1,221,849.

    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: 6,961 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 565 shares

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

  2. period ended2026-03-31
    13F 7,523 shares
    Change vs previous 13F -960 shares

    0.03% of the 13F portfolio, value $1,299,073.

    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: 7,087 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 436 shares

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

  3. period ended2025-12-31
    13F 8,483 shares
    Change vs previous 13F -1,197 shares

    0.03% of the 13F portfolio, value $1,542,832.

    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: 8,189 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 294 shares

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

  4. period ended2025-09-30
    13F 9,680 shares
    Change vs previous 13F -3 shares

    0.04% of the 13F portfolio, value $1,569,755.

    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: 9,484 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 196 shares

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

  5. period ended2025-06-30
    13F 9,683 shares
    Change vs previous 13F -33 shares

    0.05% of the 13F portfolio, value $1,699,021.

    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: 9,499 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 184 shares

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

  6. period ended2025-03-31
    13F 9,716 shares
    Change vs previous 13F -751 shares

    0.05% of the 13F portfolio, value $1,729,102.

    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: 9,500 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 216 shares

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

  7. period ended2024-12-31
    13F 10,467 shares
    Change vs previous 13F -575 shares

    0.06% of the 13F portfolio, value $1,958,634.

    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: 10,265 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 202 shares

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

  8. period ended2024-09-30
    13F 11,042 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,437,566.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 11,042 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 2,347 shares (included in another member's report, not added)

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