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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 20,418 CRM 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 20,418 shares
    Change vs previous 13F -4,174 shares

    0.06% of the 13F portfolio, value $3,198,643.

    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: 18,521 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,897 shares

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

  2. period ended2026-03-31
    13F 24,592 shares
    Change vs previous 13F -1,727 shares

    0.1% of the 13F portfolio, value $4,590,526.

    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: 21,809 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,783 shares

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

  3. period ended2025-12-31
    13F 26,319 shares
    Change vs previous 13F -1,623 shares

    0.16% of the 13F portfolio, value $6,972,221.

    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: 22,283 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,036 shares

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

  4. period ended2025-09-30
    13F 27,942 shares
    Change vs previous 13F -19,539 shares

    0.16% of the 13F portfolio, value $6,622,263.

    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: 24,417 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,525 shares

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

  5. period ended2025-06-30
    13F 47,481 shares
    Change vs previous 13F -35 shares

    0.34% of the 13F portfolio, value $12,947,406.

    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: 43,827 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,654 shares

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

  6. period ended2025-03-31
    13F 47,516 shares
    Change vs previous 13F +1,107 shares

    0.38% of the 13F portfolio, value $12,751,304.

    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: 44,968 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,548 shares

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

  7. period ended2024-12-31
    13F 46,409 shares
    Change vs previous 13F +13,905 shares

    0.48% of the 13F portfolio, value $15,516,070.

    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: 43,981 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,428 shares

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

  8. period ended2024-09-30
    13F 32,504 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $8,896,869.

    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).