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Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 14,720 CSL 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 14,720 shares
    Change vs previous 13F +1,228 shares

    0.11% of the 13F portfolio, value $5,339,680.

    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: 14,271 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 449 shares

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

  2. period ended2026-03-31
    13F 13,492 shares
    Change vs previous 13F +4,251 shares

    0.1% of the 13F portfolio, value $4,501,200.

    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: 13,029 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 463 shares

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

  3. period ended2025-12-31
    13F 9,241 shares
    Change vs previous 13F -2,159 shares

    0.07% of the 13F portfolio, value $2,955,826.

    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: 8,835 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 406 shares

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

  4. period ended2025-09-30
    13F 11,400 shares
    Change vs previous 13F +5,224 shares

    0.09% of the 13F portfolio, value $3,750,144.

    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: 10,975 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 425 shares

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

  5. period ended2025-06-30
    13F 6,176 shares
    Change vs previous 13F +6,176 shares

    0.06% of the 13F portfolio, value $2,306,118.

    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: 5,762 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 414 shares

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

  6. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.