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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 87,935 BKR 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 87,935 shares
    Change vs previous 13F +5 shares

    0.1% of the 13F portfolio, value $4,880,403.

    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: 86,390 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,545 shares

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

  2. period ended2026-03-31
    13F 87,930 shares
    Change vs previous 13F -49 shares

    0.12% of the 13F portfolio, value $5,368,105.

    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: 86,416 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,514 shares

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

  3. period ended2025-12-31
    13F 87,979 shares
    Change vs previous 13F -569 shares

    0.09% of the 13F portfolio, value $4,006,567.

    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: 86,633 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,346 shares

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

  4. period ended2025-09-30
    13F 88,548 shares
    Change vs previous 13F -1,123 shares

    0.11% of the 13F portfolio, value $4,314,074.

    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: 87,127 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,421 shares

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

  5. period ended2025-06-30
    13F 89,671 shares
    Change vs previous 13F +648 shares

    0.09% of the 13F portfolio, value $3,438,002.

    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: 88,520 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,151 shares

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

  6. period ended2025-03-31
    13F 89,023 shares
    Change vs previous 13F -2,751 shares

    0.12% of the 13F portfolio, value $3,912,580.

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

    • CARY STREET PARTNERS FINANCIAL LLC: 87,872 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,151 shares

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

  7. period ended2024-12-31
    13F 91,774 shares
    Change vs previous 13F -2,353 shares

    0.12% of the 13F portfolio, value $3,764,555.

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

    • CARY STREET PARTNERS FINANCIAL LLC: 91,097 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 677 shares

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

  8. period ended2024-09-30
    13F 94,127 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,402,686.

    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).