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Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 11,945 EW 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 11,945 shares
    Change vs previous 13F +5,522 shares

    0.02% of the 13F portfolio, value $1,080,523.

    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: 10,034 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,911 shares

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

  2. period ended2026-03-31
    13F 6,423 shares
    Change vs previous 13F -82 shares

    0.01% of the 13F portfolio, value $514,335.

    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: 4,925 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,498 shares

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

  3. period ended2025-12-31
    13F 6,505 shares
    Change vs previous 13F -259 shares

    0.01% of the 13F portfolio, value $554,530.

    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: 5,064 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,441 shares

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

  4. period ended2025-09-30
    13F 6,764 shares
    Change vs previous 13F -278 shares

    0.01% of the 13F portfolio, value $526,016.

    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: 5,437 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,327 shares

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

  5. period ended2025-06-30
    13F 7,042 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $550,735.

    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: 5,471 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,571 shares

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

  6. period ended2025-03-31
    13F 7,242 shares
    Change vs previous 13F -44 shares

    0.02% of the 13F portfolio, value $524,882.

    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: 6,208 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,034 shares

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

  7. period ended2024-12-31
    13F 7,286 shares
    Change vs previous 13F +1,201 shares

    0.02% of the 13F portfolio, value $539,395.

    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: 6,683 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 603 shares

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

  8. period ended2024-09-30
    13F 6,085 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $401,550.

    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).