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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 11,218 DE 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 11,218 shares
    Change vs previous 13F +92 shares

    0.14% of the 13F portfolio, value $7,116,022.

    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: 9,936 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,282 shares

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

  2. period ended2026-03-31
    13F 11,126 shares
    Change vs previous 13F +34 shares

    0.14% of the 13F portfolio, value $6,267,294.

    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: 10,081 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,045 shares

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

  3. period ended2025-12-31
    13F 11,092 shares
    Change vs previous 13F +1,109 shares

    0.12% of the 13F portfolio, value $5,164,116.

    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: 10,312 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 780 shares

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

  4. period ended2025-09-30
    13F 9,983 shares
    Change vs previous 13F +332 shares

    0.11% of the 13F portfolio, value $4,564,842.

    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: 9,226 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 757 shares

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

  5. period ended2025-06-30
    13F 9,651 shares
    Change vs previous 13F -2,193 shares

    0.13% of the 13F portfolio, value $4,907,453.

    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: 8,887 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 764 shares

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

  6. period ended2025-03-31
    13F 11,844 shares
    Change vs previous 13F +2,309 shares

    0.17% of the 13F portfolio, value $5,558,996.

    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: 11,389 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 455 shares

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

  7. period ended2024-12-31
    13F 9,535 shares
    Change vs previous 13F +820 shares

    0.13% of the 13F portfolio, value $4,039,994.

    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: 9,206 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 329 shares

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

  8. period ended2024-09-30
    13F 8,715 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,637,043.

    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).