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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 38,999 BSV 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 38,999 shares
    Change vs previous 13F +285 shares

    0.06% of the 13F portfolio, value $3,038,434.

    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: 32,045 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,954 shares

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

  2. period ended2026-03-31
    13F 38,714 shares
    Change vs previous 13F +792 shares

    0.07% of the 13F portfolio, value $3,035,583.

    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: 31,760 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,954 shares

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

  3. period ended2025-12-31
    13F 37,922 shares
    Change vs previous 13F +3,542 shares

    0.07% of the 13F portfolio, value $2,988,610.

    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: 31,412 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,510 shares

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

  4. period ended2025-09-30
    13F 34,380 shares
    Change vs previous 13F -285 shares

    0.07% of the 13F portfolio, value $2,712,894.

    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: 27,870 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,510 shares

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

  5. period ended2025-06-30
    13F 34,665 shares
    Change vs previous 13F +1,425 shares

    0.07% of the 13F portfolio, value $2,728,100.

    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: 28,155 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,510 shares

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

  6. period ended2025-03-31
    13F 33,240 shares
    Change vs previous 13F -1,617 shares

    0.08% of the 13F portfolio, value $2,602,066.

    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: 26,730 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,510 shares

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

  7. period ended2024-12-31
    13F 34,857 shares
    Change vs previous 13F -967 shares

    0.08% of the 13F portfolio, value $2,693,371.

    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: 28,347 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,510 shares

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

  8. period ended2024-09-30
    13F 35,824 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,819,025.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 35,824 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 0 shares

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