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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 27,304 DAR 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 27,304 shares
    Change vs previous 13F -10,997 shares

    0.03% of the 13F portfolio, value $1,491,344.

    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: 26,098 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,206 shares

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

  2. period ended2026-03-31
    13F 38,301 shares
    Change vs previous 13F +14,960 shares

    0.05% of the 13F portfolio, value $2,368,917.

    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: 37,078 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,223 shares

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

  3. period ended2025-12-31
    13F 23,341 shares
    Change vs previous 13F +2,018 shares

    0.02% of the 13F portfolio, value $840,276.

    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: 22,395 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 946 shares

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

  4. period ended2025-09-30
    13F 21,323 shares
    Change vs previous 13F +2,100 shares

    0.02% of the 13F portfolio, value $658,241.

    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: 20,370 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 953 shares

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

  5. period ended2025-06-30
    13F 19,223 shares
    Change vs previous 13F +2,528 shares

    0.02% of the 13F portfolio, value $729,321.

    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: 18,255 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 968 shares

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

  6. period ended2025-03-31
    13F 16,695 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $521,552.

    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: 15,740 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 955 shares

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