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Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 12,721 EXC 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 12,721 shares
    Change vs previous 13F +664 shares

    0.01% of the 13F portfolio, value $593,053.

    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: 10,507 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,214 shares

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

  2. period ended2026-03-31
    13F 12,057 shares
    Change vs previous 13F +1,910 shares

    0.01% of the 13F portfolio, value $591,033.

    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: 10,366 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,691 shares

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

  3. period ended2025-12-31
    13F 10,147 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $442,309.

    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: 8,610 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,537 shares

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