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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 9,029 ESGU 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 9,029 shares
    Change vs previous 13F -548 shares

    0.03% of the 13F portfolio, value $1,477,776.

    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: 2,603 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,426 shares

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

  2. period ended2026-03-31
    13F 9,577 shares
    Change vs previous 13F -1,814 shares

    0.03% of the 13F portfolio, value $1,354,380.

    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: 3,168 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,409 shares

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

  3. period ended2025-12-31
    13F 11,391 shares
    Change vs previous 13F +6,532 shares

    0.04% of the 13F portfolio, value $1,697,031.

    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: 3,395 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,996 shares

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

  4. period ended2025-09-30
    13F 4,859 shares
    Change vs previous 13F -43 shares

    0.02% of the 13F portfolio, value $707,470.

    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: 3,340 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,519 shares

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

  5. period ended2025-06-30
    13F 4,902 shares
    Change vs previous 13F -1,319 shares

    0.02% of the 13F portfolio, value $663,241.

    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: 4,682 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 220 shares

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

  6. period ended2025-03-31
    13F 6,221 shares
    Change vs previous 13F -317 shares

    0.02% of the 13F portfolio, value $758,402.

    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: 6,004 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 217 shares

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

  7. period ended2024-12-31
    13F 6,538 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $842,225.

    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: 6,044 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 494 shares

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