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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 1,800 DGX 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 1,800 shares
    Change vs previous 13F +42 shares

    0.01% of the 13F portfolio, value $381,317.

    13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 741 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,059 shares

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

  2. period ended2026-03-31
    13F 1,758 shares
    Change vs previous 13F -204 shares

    0.01% of the 13F portfolio, value $344,276.

    13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 582 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,176 shares

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

  3. period ended2025-12-31
    13F 1,962 shares
    Change vs previous 13F -169 shares

    0.01% of the 13F portfolio, value $340,207.

    13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 562 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,400 shares

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

  4. period ended2025-09-30
    13F 2,131 shares
    Change vs previous 13F -92 shares

    0.01% of the 13F portfolio, value $406,005.

    13F-HR 0001766904-25-000006 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 602 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,529 shares

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

  5. period ended2025-06-30
    13F 2,223 shares
    Change vs previous 13F -326 shares

    0.01% of the 13F portfolio, value $399,172.

    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: 1,146 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,077 shares

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

  6. period ended2025-03-31
    13F 2,549 shares
    Change vs previous 13F -104 shares

    0.01% of the 13F portfolio, value $431,182.

    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: 1,512 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,037 shares

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

  7. period ended2024-12-31
    13F 2,653 shares
    Change vs previous 13F +276 shares

    0.01% of the 13F portfolio, value $400,243.

    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: 2,455 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 198 shares

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

  8. period ended2024-09-30
    13F 2,377 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $369,004.

    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).