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Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 1,879 CF 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 1,879 shares
    Change vs previous 13F -17 shares

    <0.01% of the 13F portfolio, value $203,419.

    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: 607 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,272 shares

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

  2. period ended2026-03-31
    13F 1,896 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $246,176.

    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: 649 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,247 shares

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