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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 5,566 BAM 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 5,566 shares
    Change vs previous 13F -110 shares

    <0.01% of the 13F portfolio, value $249,621.

    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: 804 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,762 shares

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

  2. period ended2026-03-31
    13F 5,676 shares
    Change vs previous 13F +51 shares

    0.01% of the 13F portfolio, value $252,302.

    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: 809 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,867 shares

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

  3. period ended2025-12-31
    13F 5,625 shares
    Change vs previous 13F +50 shares

    0.01% of the 13F portfolio, value $294,677.

    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: 809 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,816 shares

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

  4. period ended2025-09-30
    13F 5,575 shares
    Change vs previous 13F -249 shares

    0.01% of the 13F portfolio, value $317,455.

    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: 809 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,766 shares

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

  5. period ended2025-06-30
    13F 5,824 shares
    Change vs previous 13F +55 shares

    0.01% of the 13F portfolio, value $321,932.

    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: 247 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,577 shares

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

  6. period ended2025-03-31
    13F 5,769 shares
    Change vs previous 13F -314 shares

    0.01% of the 13F portfolio, value $279,506.

    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: 247 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,522 shares

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

  7. period ended2024-12-31
    13F 6,083 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $329,661.

    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: 256 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,827 shares

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

  8. period ended2024-09-30
    13F 6,098 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $288,364.

    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).