Skip to content
Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 570,143 EFG 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 570,143 shares
    Change vs previous 13F +5,871 shares

    1.4% of the 13F portfolio, value $70,937,337.

    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: 516,696 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 53,447 shares

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

  2. period ended2026-03-31
    13F 564,272 shares
    Change vs previous 13F +86,968 shares

    1.42% of the 13F portfolio, value $62,842,996.

    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: 526,133 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 38,139 shares

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

  3. period ended2025-12-31
    13F 477,304 shares
    Change vs previous 13F +157,961 shares

    1.23% of the 13F portfolio, value $54,374,523.

    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: 450,701 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 26,603 shares

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

  4. period ended2025-09-30
    13F 319,343 shares
    Change vs previous 13F +7,490 shares

    0.89% of the 13F portfolio, value $36,366,835.

    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: 318,918 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 425 shares

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

  5. period ended2025-06-30
    13F 311,853 shares
    Change vs previous 13F -40,313 shares

    0.93% of the 13F portfolio, value $34,927,547.

    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: 309,372 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,481 shares

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

  6. period ended2025-03-31
    13F 352,166 shares
    Change vs previous 13F -2,854 shares

    1.06% of the 13F portfolio, value $35,216,587.

    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: 349,723 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,443 shares

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

  7. period ended2024-12-31
    13F 355,020 shares
    Change vs previous 13F +31,060 shares

    1.07% of the 13F portfolio, value $34,376,567.

    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: 350,669 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,351 shares

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

  8. period ended2024-09-30
    13F 323,960 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $34,874,349.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 323,960 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 46,749 shares (included in another member's report, not added)

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