Skip to content
Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 98,165 CP 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 98,165 shares
    Change vs previous 13F -504 shares

    0.17% of the 13F portfolio, value $8,505,958.

    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: 97,767 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 398 shares

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

  2. period ended2026-03-31
    13F 98,669 shares
    Change vs previous 13F -4,880 shares

    0.18% of the 13F portfolio, value $7,761,304.

    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: 97,911 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 758 shares

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

  3. period ended2025-12-31
    13F 103,549 shares
    Change vs previous 13F -198 shares

    0.17% of the 13F portfolio, value $7,624,313.

    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: 102,836 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 713 shares

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

  4. period ended2025-09-30
    13F 103,747 shares
    Change vs previous 13F -1,637 shares

    0.19% of the 13F portfolio, value $7,728,114.

    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: 103,425 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 322 shares

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

  5. period ended2025-06-30
    13F 105,384 shares
    Change vs previous 13F -17,598 shares

    0.22% of the 13F portfolio, value $8,353,789.

    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: 105,155 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 229 shares

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

  6. period ended2025-03-31
    13F 122,982 shares
    Change vs previous 13F -7,056 shares

    0.26% of the 13F portfolio, value $8,634,566.

    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: 122,832 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 150 shares

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

  7. period ended2024-12-31
    13F 130,038 shares
    Change vs previous 13F -1,885 shares

    0.29% of the 13F portfolio, value $9,410,850.

    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: 130,013 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 25 shares

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

  8. period ended2024-09-30
    13F 131,923 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $11,284,694.

    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).