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Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 61,337 DOCU 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 61,337 shares
    Change vs previous 13F -182 shares

    0.05% of the 13F portfolio, value $2,724,589.

    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: 49,542 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 11,795 shares

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

  2. period ended2026-03-31
    13F 61,519 shares
    Change vs previous 13F +161 shares

    0.07% of the 13F portfolio, value $2,916,616.

    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: 60,059 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,460 shares

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

  3. period ended2025-12-31
    13F 61,358 shares
    Change vs previous 13F -326 shares

    0.1% of the 13F portfolio, value $4,196,888.

    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: 60,797 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 561 shares

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

  4. period ended2025-09-30
    13F 61,684 shares
    Change vs previous 13F +24 shares

    0.11% of the 13F portfolio, value $4,446,799.

    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: 61,547 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 137 shares

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

  5. period ended2025-06-30
    13F 61,660 shares
    Change vs previous 13F -349 shares

    0.13% of the 13F portfolio, value $4,802,698.

    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: 61,567 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 93 shares

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

  6. period ended2025-03-31
    13F 62,009 shares
    Change vs previous 13F -265 shares

    0.15% of the 13F portfolio, value $5,047,532.

    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: 61,933 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 76 shares

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

  7. period ended2024-12-31
    13F 62,274 shares
    Change vs previous 13F +62,274 shares

    0.17% of the 13F portfolio, value $5,600,923.

    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: 61,213 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,061 shares

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

  8. 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.