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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 19,022 CL 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 19,022 shares
    Change vs previous 13F +632 shares

    0.03% of the 13F portfolio, value $1,743,912.

    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: 17,171 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,851 shares

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

  2. period ended2026-03-31
    13F 18,390 shares
    Change vs previous 13F +77 shares

    0.04% of the 13F portfolio, value $1,567,367.

    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: 17,202 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,188 shares

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

  3. period ended2025-12-31
    13F 18,313 shares
    Change vs previous 13F -237 shares

    0.03% of the 13F portfolio, value $1,447,082.

    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: 17,543 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 770 shares

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

  4. period ended2025-09-30
    13F 18,550 shares
    Change vs previous 13F -483 shares

    0.04% of the 13F portfolio, value $1,482,898.

    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: 17,604 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 946 shares

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

  5. period ended2025-06-30
    13F 19,033 shares
    Change vs previous 13F +206 shares

    0.05% of the 13F portfolio, value $1,730,121.

    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: 18,122 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 911 shares

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

  6. period ended2025-03-31
    13F 18,827 shares
    Change vs previous 13F -9 shares

    0.05% of the 13F portfolio, value $1,764,078.

    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: 18,053 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 774 shares

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

  7. period ended2024-12-31
    13F 18,836 shares
    Change vs previous 13F -229 shares

    0.05% of the 13F portfolio, value $1,712,355.

    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: 18,292 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 544 shares

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

  8. period ended2024-09-30
    13F 19,065 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,979,164.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 19,065 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 11,372 shares (included in another member's report, not added)

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