Skip to content
Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 10,721 CB 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 10,721 shares
    Change vs previous 13F +713 shares

    0.07% of the 13F portfolio, value $3,652,988.

    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: 8,929 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,792 shares

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

  2. period ended2026-03-31
    13F 10,008 shares
    Change vs previous 13F +201 shares

    0.07% of the 13F portfolio, value $3,261,856.

    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: 8,174 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,834 shares

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

  3. period ended2025-12-31
    13F 9,807 shares
    Change vs previous 13F -195 shares

    0.07% of the 13F portfolio, value $3,060,819.

    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: 8,178 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,629 shares

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

  4. period ended2025-09-30
    13F 10,002 shares
    Change vs previous 13F -326 shares

    0.07% of the 13F portfolio, value $2,823,130.

    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: 8,030 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,972 shares

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

  5. period ended2025-06-30
    13F 10,328 shares
    Change vs previous 13F -23 shares

    0.08% of the 13F portfolio, value $2,992,201.

    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: 8,398 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,930 shares

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

  6. period ended2025-03-31
    13F 10,351 shares
    Change vs previous 13F -252 shares

    0.09% of the 13F portfolio, value $3,125,779.

    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: 8,664 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,687 shares

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

  7. period ended2024-12-31
    13F 10,603 shares
    Change vs previous 13F -42 shares

    0.09% of the 13F portfolio, value $2,929,690.

    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: 9,204 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,399 shares

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

  8. period ended2024-09-30
    13F 10,645 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,069,912.

    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).