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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 9,936 BC 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 9,936 shares
    Change vs previous 13F +331 shares

    0.02% of the 13F portfolio, value $837,016.

    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: 9,816 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 120 shares

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

  2. period ended2026-03-31
    13F 9,605 shares
    Change vs previous 13F +530 shares

    0.02% of the 13F portfolio, value $698,860.

    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: 9,485 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 120 shares

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

  3. period ended2025-12-31
    13F 9,075 shares
    Change vs previous 13F +3,998 shares

    0.02% of the 13F portfolio, value $673,728.

    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: 8,960 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 115 shares

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

  4. period ended2025-09-30
    13F 5,077 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $321,070.

    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: 4,970 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 107 shares

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