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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 25,602 ED 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 25,602 shares
    Change vs previous 13F +180 shares

    0.06% of the 13F portfolio, value $2,832,349.

    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: 24,467 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,135 shares

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

  2. period ended2026-03-31
    13F 25,422 shares
    Change vs previous 13F +396 shares

    0.06% of the 13F portfolio, value $2,877,261.

    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: 24,506 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 916 shares

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

  3. period ended2025-12-31
    13F 25,026 shares
    Change vs previous 13F +926 shares

    0.06% of the 13F portfolio, value $2,485,583.

    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: 24,625 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 401 shares

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

  4. period ended2025-09-30
    13F 24,100 shares
    Change vs previous 13F -372 shares

    0.06% of the 13F portfolio, value $2,422,532.

    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: 23,749 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 351 shares

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

  5. period ended2025-06-30
    13F 24,472 shares
    Change vs previous 13F +6,572 shares

    0.07% of the 13F portfolio, value $2,455,765.

    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: 24,109 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 363 shares

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

  6. period ended2025-03-31
    13F 17,900 shares
    Change vs previous 13F -53 shares

    0.06% of the 13F portfolio, value $1,979,560.

    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: 17,595 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 305 shares

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

  7. period ended2024-12-31
    13F 17,953 shares
    Change vs previous 13F -395 shares

    0.05% of the 13F portfolio, value $1,601,946.

    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: 17,768 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 185 shares

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

  8. period ended2024-09-30
    13F 18,348 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,910,578.

    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).