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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 7,317 CG 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 7,317 shares
    Change vs previous 13F -128 shares

    0.01% of the 13F portfolio, value $308,119.

    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: 6,595 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 722 shares

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

  2. period ended2026-03-31
    13F 7,445 shares
    Change vs previous 13F +1,290 shares

    0.01% of the 13F portfolio, value $360,263.

    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: 6,705 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 740 shares

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

  3. period ended2025-12-31
    13F 6,155 shares
    Change vs previous 13F +321 shares

    0.01% of the 13F portfolio, value $363,823.

    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: 5,200 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 955 shares

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

  4. period ended2025-09-30
    13F 5,834 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $365,792.

    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: 5,200 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 634 shares

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

  5. period ended2025-06-30
    13F 5,734 shares
    Change vs previous 13F +63 shares

    0.01% of the 13F portfolio, value $294,728.

    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: 5,243 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 491 shares

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

  6. period ended2025-03-31
    13F 5,671 shares
    Change vs previous 13F +63 shares

    0.01% of the 13F portfolio, value $247,199.

    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: 5,263 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 408 shares

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

  7. period ended2024-12-31
    13F 5,608 shares
    Change vs previous 13F +549 shares

    0.01% of the 13F portfolio, value $283,147.

    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: 5,374 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 234 shares

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

  8. period ended2024-09-30
    13F 5,059 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $217,840.

    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).