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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 32,755 F 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 32,755 shares
    Change vs previous 13F -1,527 shares

    0.01% of the 13F portfolio, value $455,290.

    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: 24,763 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,992 shares

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

  2. period ended2026-03-31
    13F 34,282 shares
    Change vs previous 13F -1,524 shares

    0.01% of the 13F portfolio, value $395,612.

    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: 26,440 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,842 shares

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

  3. period ended2025-12-31
    13F 35,806 shares
    Change vs previous 13F -55,710 shares

    0.01% of the 13F portfolio, value $469,774.

    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: 29,988 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,818 shares

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

  4. period ended2025-09-30
    13F 91,516 shares
    Change vs previous 13F -9,480 shares

    0.03% of the 13F portfolio, value $1,094,526.

    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: 86,046 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,470 shares

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

  5. period ended2025-06-30
    13F 100,996 shares
    Change vs previous 13F -804 shares

    0.03% of the 13F portfolio, value $1,095,803.

    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: 96,302 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,694 shares

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

  6. period ended2025-03-31
    13F 101,800 shares
    Change vs previous 13F +3,187 shares

    0.03% of the 13F portfolio, value $1,021,054.

    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: 98,083 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,717 shares

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

  7. period ended2024-12-31
    13F 98,613 shares
    Change vs previous 13F -66 shares

    0.03% of the 13F portfolio, value $976,269.

    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: 97,214 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,399 shares

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

  8. period ended2024-09-30
    13F 98,679 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,042,055.

    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).