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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 3,844 DRI 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 3,844 shares
    Change vs previous 13F +195 shares

    0.02% of the 13F portfolio, value $791,901.

    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: 2,377 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,467 shares

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

  2. period ended2026-03-31
    13F 3,649 shares
    Change vs previous 13F +297 shares

    0.02% of the 13F portfolio, value $715,349.

    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: 2,250 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,399 shares

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

  3. period ended2025-12-31
    13F 3,352 shares
    Change vs previous 13F +67 shares

    0.01% of the 13F portfolio, value $616,833.

    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: 2,208 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,144 shares

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

  4. period ended2025-09-30
    13F 3,285 shares
    Change vs previous 13F +58 shares

    0.02% of the 13F portfolio, value $625,333.

    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: 2,192 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,093 shares

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

  5. period ended2025-06-30
    13F 3,227 shares
    Change vs previous 13F +271 shares

    0.02% of the 13F portfolio, value $703,389.

    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: 2,199 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,028 shares

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

  6. period ended2025-03-31
    13F 2,956 shares
    Change vs previous 13F +105 shares

    0.02% of the 13F portfolio, value $614,139.

    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: 2,010 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 946 shares

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

  7. period ended2024-12-31
    13F 2,851 shares
    Change vs previous 13F +21 shares

    0.02% of the 13F portfolio, value $532,253.

    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: 1,984 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 867 shares

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

  8. period ended2024-09-30
    13F 2,830 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $464,488.

    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).