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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 102,786 B 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 102,786 shares
    Change vs previous 13F +2,516 shares

    0.07% of the 13F portfolio, value $3,775,330.

    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: 100,519 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,267 shares

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

  2. period ended2026-03-31
    13F 100,270 shares
    Change vs previous 13F -24,738 shares

    0.09% of the 13F portfolio, value $4,090,013.

    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: 97,994 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,276 shares

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

  3. period ended2025-12-31
    13F 125,008 shares
    Change vs previous 13F -6,296 shares

    0.12% of the 13F portfolio, value $5,444,098.

    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: 122,729 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,279 shares

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

  4. period ended2025-09-30
    13F 131,304 shares
    Change vs previous 13F -88,093 shares

    0.11% of the 13F portfolio, value $4,302,832.

    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: 129,044 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,260 shares

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

  5. period ended2025-06-30
    13F 219,397 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,567,846.

    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: 217,510 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,887 shares

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