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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 20,843 BAI 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 20,843 shares
    Change vs previous 13F +6,945 shares

    0.02% of the 13F portfolio, value $1,098,843.

    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: 5,962 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 14,881 shares

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

  2. period ended2026-03-31
    13F 13,898 shares
    Change vs previous 13F +163 shares

    0.01% of the 13F portfolio, value $457,939.

    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: 634 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 13,264 shares

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

  3. period ended2025-12-31
    13F 13,735 shares
    Change vs previous 13F +4,216 shares

    0.01% of the 13F portfolio, value $457,375.

    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: 517 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 13,218 shares

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

  4. period ended2025-09-30
    13F 9,519 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $325,169.

    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: 550 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 8,969 shares

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