Skip to content
Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 120,274 EPD 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 120,274 shares
    Change vs previous 13F +399 shares

    0.09% of the 13F portfolio, value $4,421,273.

    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: 52,374 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 67,900 shares

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

  2. period ended2026-03-31
    13F 119,875 shares
    Change vs previous 13F +717 shares

    0.1% of the 13F portfolio, value $4,536,061.

    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: 51,839 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 68,036 shares

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

  3. period ended2025-12-31
    13F 119,158 shares
    Change vs previous 13F +3,678 shares

    0.09% of the 13F portfolio, value $3,820,214.

    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: 51,258 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 67,900 shares

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

  4. period ended2025-09-30
    13F 115,480 shares
    Change vs previous 13F +26 shares

    0.09% of the 13F portfolio, value $3,611,047.

    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: 47,580 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 67,900 shares

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

  5. period ended2025-06-30
    13F 115,454 shares
    Change vs previous 13F +646 shares

    0.09% of the 13F portfolio, value $3,580,240.

    13F-HR 0001766904-25-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 47,554 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 67,900 shares

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

  6. period ended2025-03-31
    13F 114,808 shares
    Change vs previous 13F -1,527 shares

    0.12% of the 13F portfolio, value $3,919,546.

    13F-HR 0001766904-25-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 46,908 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 67,900 shares

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

  7. period ended2024-12-31
    13F 116,335 shares
    Change vs previous 13F +8,919 shares

    0.11% of the 13F portfolio, value $3,648,267.

    13F-HR 0001766904-25-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 48,435 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 67,900 shares

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

  8. period ended2024-09-30
    13F 107,416 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,126,876.

    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).