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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 24,040 BX 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 24,040 shares
    Change vs previous 13F +264 shares

    0.06% of the 13F portfolio, value $2,828,781.

    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: 21,071 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,969 shares

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

  2. period ended2026-03-31
    13F 23,776 shares
    Change vs previous 13F -1,727 shares

    0.06% of the 13F portfolio, value $2,734,026.

    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: 20,990 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,786 shares

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

  3. period ended2025-12-31
    13F 25,503 shares
    Change vs previous 13F +2,855 shares

    0.09% of the 13F portfolio, value $3,930,936.

    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: 21,515 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,988 shares

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

  4. period ended2025-09-30
    13F 22,648 shares
    Change vs previous 13F -11 shares

    0.09% of the 13F portfolio, value $3,869,396.

    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: 18,507 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,141 shares

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

  5. period ended2025-06-30
    13F 22,659 shares
    Change vs previous 13F +1,647 shares

    0.09% of the 13F portfolio, value $3,389,459.

    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: 18,656 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,003 shares

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

  6. period ended2025-03-31
    13F 21,012 shares
    Change vs previous 13F +467 shares

    0.09% of the 13F portfolio, value $2,937,078.

    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: 17,090 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,922 shares

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

  7. period ended2024-12-31
    13F 20,545 shares
    Change vs previous 13F +2,303 shares

    0.11% of the 13F portfolio, value $3,542,354.

    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: 16,601 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,944 shares

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

  8. period ended2024-09-30
    13F 18,242 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,793,353.

    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).