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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 7,673 DTM 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 7,673 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $1,125,937.

    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: 1,675 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,998 shares

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

  2. period ended2026-03-31
    13F 7,669 shares
    Change vs previous 13F +1,105 shares

    0.02% of the 13F portfolio, value $1,032,784.

    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: 1,675 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,994 shares

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

  3. period ended2025-12-31
    13F 6,564 shares
    Change vs previous 13F +104 shares

    0.02% of the 13F portfolio, value $785,580.

    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: 1,675 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,889 shares

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

  4. period ended2025-09-30
    13F 6,460 shares
    Change vs previous 13F +4,588 shares

    0.02% of the 13F portfolio, value $730,368.

    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: 1,575 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,885 shares

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

  5. period ended2025-06-30
    13F 1,872 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $205,753.

    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: 1,575 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 297 shares

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