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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 2,826 BR 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 2,826 shares
    Change vs previous 13F -217 shares

    0.01% of the 13F portfolio, value $387,011.

    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: 460 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,366 shares

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

  2. period ended2026-03-31
    13F 3,043 shares
    Change vs previous 13F -250 shares

    0.01% of the 13F portfolio, value $494,375.

    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: 491 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,552 shares

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

  3. period ended2025-12-31
    13F 3,293 shares
    Change vs previous 13F +127 shares

    0.02% of the 13F portfolio, value $734,797.

    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: 728 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,565 shares

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

  4. period ended2025-09-30
    13F 3,166 shares
    Change vs previous 13F +113 shares

    0.02% of the 13F portfolio, value $754,144.

    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: 649 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,517 shares

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

  5. period ended2025-06-30
    13F 3,053 shares
    Change vs previous 13F +97 shares

    0.02% of the 13F portfolio, value $742,038.

    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: 621 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,432 shares

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

  6. period ended2025-03-31
    13F 2,956 shares
    Change vs previous 13F -310 shares

    0.02% of the 13F portfolio, value $716,752.

    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: 465 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,491 shares

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

  7. period ended2024-12-31
    13F 3,266 shares
    Change vs previous 13F -42 shares

    0.02% of the 13F portfolio, value $738,415.

    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: 937 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,329 shares

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

  8. period ended2024-09-30
    13F 3,308 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $711,296.

    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).