CARY STREET PARTNERS ASSET MANAGEMENT LLC: CBOE 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 CBOE, newest first. How the timeline and the estimate are built.
CARY STREET PARTNERS ASSET MANAGEMENT LLC held 56,213 CBOE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 56,213 sharesChange vs previous 13F -3,436 shares
0.27% of the 13F portfolio, value $13,641,113.
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: 55,907 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 306 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 59,649 sharesChange vs previous 13F -2,404 shares
0.38% of the 13F portfolio, value $16,765,652.
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: 59,151 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 498 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 62,053 sharesChange vs previous 13F -10 shares
0.35% of the 13F portfolio, value $15,575,335.
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: 61,594 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 459 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 62,063 sharesChange vs previous 13F -760 shares
0.37% of the 13F portfolio, value $15,220,910.
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: 61,624 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 439 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 62,823 sharesChange vs previous 13F -604 shares
0.39% of the 13F portfolio, value $14,650,840.
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: 62,400 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 423 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 63,427 sharesChange vs previous 13F -1,322 shares
0.43% of the 13F portfolio, value $14,352,950.
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: 63,034 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 393 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 64,749 sharesChange vs previous 13F -1,018 shares
0.39% of the 13F portfolio, value $12,651,943.
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: 64,555 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 194 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 65,767 sharesChange vs previous 13F not available
0.5% of the 13F portfolio, value $13,473,607.
13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).