Skip to content

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 16,662 GBTC 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 16,662 shares
    Change vs previous 13F -417 shares

    0.01% of the 13F portfolio, value $758,454.

    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: 16,442 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 220 shares

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

  2. period ended2026-03-31
    13F 17,079 shares
    Change vs previous 13F +530 shares

    0.02% of the 13F portfolio, value $901,088.

    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: 16,647 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 432 shares

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

  3. period ended2025-12-31
    13F 16,549 shares
    Change vs previous 13F +767 shares

    0.03% of the 13F portfolio, value $1,131,290.

    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: 16,117 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 432 shares

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

  4. period ended2025-09-30
    13F 15,782 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,416,750.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 15,782 shares
    Change vs previous 13F +1,418 shares

    0.04% of the 13F portfolio, value $1,338,787.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 14,364 shares
    Change vs previous 13F +236 shares

    0.03% of the 13F portfolio, value $936,102.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 14,128 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,045,755.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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