Skip to content
Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 4,092 BMO 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 4,092 shares
    Change vs previous 13F -23 shares

    0.01% of the 13F portfolio, value $723,057.

    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: 3,700 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 392 shares

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

  2. period ended2026-03-31
    13F 4,115 shares
    Change vs previous 13F +22 shares

    0.01% of the 13F portfolio, value $556,924.

    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: 3,700 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 415 shares

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

  3. period ended2025-12-31
    13F 4,093 shares
    Change vs previous 13F -341 shares

    0.01% of the 13F portfolio, value $531,231.

    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: 3,700 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 393 shares

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

  4. period ended2025-09-30
    13F 4,434 shares
    Change vs previous 13F +346 shares

    0.01% of the 13F portfolio, value $577,529.

    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: 3,700 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 734 shares

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

  5. period ended2025-06-30
    13F 4,088 shares
    Change vs previous 13F +23 shares

    0.01% of the 13F portfolio, value $452,256.

    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: 3,809 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 279 shares

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

  6. period ended2025-03-31
    13F 4,065 shares
    Change vs previous 13F +63 shares

    0.01% of the 13F portfolio, value $388,249.

    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: 3,792 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 273 shares

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

  7. period ended2024-12-31
    13F 4,002 shares
    Change vs previous 13F +188 shares

    0.01% of the 13F portfolio, value $388,394.

    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: 3,919 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 83 shares

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

  8. period ended2024-09-30
    13F 3,814 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $344,023.

    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).