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Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 43,021 BIZD 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 43,021 shares
    Change vs previous 13F -4,143 shares

    0.01% of the 13F portfolio, value $544,650.

    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: 41,221 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,800 shares

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

  2. period ended2026-03-31
    13F 47,164 shares
    Change vs previous 13F -828 shares

    0.01% of the 13F portfolio, value $603,694.

    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: 45,364 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,800 shares

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

  3. period ended2025-12-31
    13F 47,992 shares
    Change vs previous 13F +26,414 shares

    0.02% of the 13F portfolio, value $680,521.

    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: 46,192 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,800 shares

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

  4. period ended2025-09-30
    13F 21,578 shares
    Change vs previous 13F -225 shares

    0.01% of the 13F portfolio, value $322,375.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 21,803 shares
    Change vs previous 13F -5,200 shares

    0.01% of the 13F portfolio, value $354,953.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 27,003 shares
    Change vs previous 13F -1,190 shares

    0.01% of the 13F portfolio, value $452,570.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 28,193 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $468,850.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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