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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 2,276 COIN 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 2,276 shares
    Change vs previous 13F -4,013 shares

    0.01% of the 13F portfolio, value $332,728.

    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: 1,970 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 306 shares

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

  2. period ended2026-03-31
    13F 6,289 shares
    Change vs previous 13F -10,237 shares

    0.02% of the 13F portfolio, value $1,098,122.

    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: 5,967 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 322 shares

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

  3. period ended2025-12-31
    13F 16,526 shares
    Change vs previous 13F +2,413 shares

    0.08% of the 13F portfolio, value $3,737,189.

    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: 16,312 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 214 shares

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

  4. period ended2025-09-30
    13F 14,113 shares
    Change vs previous 13F +3,936 shares

    0.12% of the 13F portfolio, value $4,762,995.

    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: 13,888 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 225 shares

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

  5. period ended2025-06-30
    13F 10,177 shares
    Change vs previous 13F +5,589 shares

    0.09% of the 13F portfolio, value $3,566,936.

    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: 10,065 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 112 shares

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

  6. period ended2025-03-31
    13F 4,588 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $790,190.

    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: 4,545 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 43 shares

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