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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 179,438 D 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 179,438 shares
    Change vs previous 13F +8,767 shares

    0.24% of the 13F portfolio, value $12,253,853.

    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: 177,897 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,541 shares

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

  2. period ended2026-03-31
    13F 170,671 shares
    Change vs previous 13F -1,526 shares

    0.24% of the 13F portfolio, value $10,550,948.

    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: 168,721 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,950 shares

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

  3. period ended2025-12-31
    13F 172,197 shares
    Change vs previous 13F +5,584 shares

    0.23% of the 13F portfolio, value $10,089,048.

    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: 170,301 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,896 shares

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

  4. period ended2025-09-30
    13F 166,613 shares
    Change vs previous 13F -2,158 shares

    0.25% of the 13F portfolio, value $10,191,786.

    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: 165,346 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,267 shares

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

  5. period ended2025-06-30
    13F 168,771 shares
    Change vs previous 13F -916 shares

    0.25% of the 13F portfolio, value $9,538,969.

    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: 167,778 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 993 shares

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

  6. period ended2025-03-31
    13F 169,687 shares
    Change vs previous 13F -5,437 shares

    0.29% of the 13F portfolio, value $9,514,332.

    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: 168,958 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 729 shares

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

  7. period ended2024-12-31
    13F 175,124 shares
    Change vs previous 13F -2,522 shares

    0.29% of the 13F portfolio, value $9,432,185.

    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: 174,604 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 520 shares

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

  8. period ended2024-09-30
    13F 177,646 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $10,266,161.

    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).