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Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 0 DT shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -113,142 shares

    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: 0 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 113,142 shares
    Change vs previous 13F -579 shares

    0.17% of the 13F portfolio, value $6,246,569.

    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: 112,910 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 232 shares

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

  3. period ended2025-03-31
    13F 113,721 shares
    Change vs previous 13F -6,425 shares

    0.16% of the 13F portfolio, value $5,361,945.

    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: 113,555 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 166 shares

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

  4. period ended2024-12-31
    13F 120,146 shares
    Change vs previous 13F +2,770 shares

    0.2% of the 13F portfolio, value $6,529,935.

    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: 120,143 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3 shares

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

  5. period ended2024-09-30
    13F 117,376 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,276,095.

    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).