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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 307,302 ET 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 307,302 shares
    Change vs previous 13F +625 shares

    0.12% of the 13F portfolio, value $5,875,617.

    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: 150,082 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 157,220 shares

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

  2. period ended2026-03-31
    13F 306,677 shares
    Change vs previous 13F -18,060 shares

    0.13% of the 13F portfolio, value $5,918,873.

    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: 149,457 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 157,220 shares

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

  3. period ended2025-12-31
    13F 324,737 shares
    Change vs previous 13F +5,693 shares

    0.12% of the 13F portfolio, value $5,354,912.

    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: 167,517 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 157,220 shares

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

  4. period ended2025-09-30
    13F 319,044 shares
    Change vs previous 13F +250 shares

    0.13% of the 13F portfolio, value $5,474,795.

    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: 161,824 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 157,220 shares

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

  5. period ended2025-06-30
    13F 318,794 shares
    Change vs previous 13F +5,187 shares

    0.15% of the 13F portfolio, value $5,779,735.

    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: 161,574 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 157,220 shares

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

  6. period ended2025-03-31
    13F 313,607 shares
    Change vs previous 13F +38,301 shares

    0.17% of the 13F portfolio, value $5,829,954.

    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: 156,387 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 157,220 shares

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

  7. period ended2024-12-31
    13F 275,306 shares
    Change vs previous 13F +36,024 shares

    0.17% of the 13F portfolio, value $5,393,244.

    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: 111,426 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 163,880 shares

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

  8. period ended2024-09-30
    13F 239,282 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,840,476.

    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).