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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 8,792 CFR 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 8,792 shares
    Change vs previous 13F +354 shares

    0.03% of the 13F portfolio, value $1,358,512.

    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: 8,301 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 491 shares

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

  2. period ended2026-03-31
    13F 8,438 shares
    Change vs previous 13F +949 shares

    0.03% of the 13F portfolio, value $1,156,680.

    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: 8,016 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 422 shares

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

  3. period ended2025-12-31
    13F 7,489 shares
    Change vs previous 13F +213 shares

    0.02% of the 13F portfolio, value $948,333.

    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: 7,065 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 424 shares

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

  4. period ended2025-09-30
    13F 7,276 shares
    Change vs previous 13F +935 shares

    0.02% of the 13F portfolio, value $922,378.

    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: 6,852 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 424 shares

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

  5. period ended2025-06-30
    13F 6,341 shares
    Change vs previous 13F -1,040 shares

    0.02% of the 13F portfolio, value $815,072.

    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: 5,917 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 424 shares

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

  6. period ended2025-03-31
    13F 7,381 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $924,102.

    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: 6,914 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 467 shares

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