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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 8,313 GIS 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 8,313 shares
    Change vs previous 13F -1,524 shares

    0.01% of the 13F portfolio, value $289,275.

    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: 6,038 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,275 shares

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

  2. period ended2026-03-31
    13F 9,837 shares
    Change vs previous 13F +529 shares

    0.01% of the 13F portfolio, value $366,131.

    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: 7,516 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,321 shares

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

  3. period ended2025-12-31
    13F 9,308 shares
    Change vs previous 13F -1,402 shares

    0.01% of the 13F portfolio, value $432,819.

    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: 8,193 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,115 shares

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

  4. period ended2025-09-30
    13F 10,710 shares
    Change vs previous 13F +669 shares

    0.01% of the 13F portfolio, value $539,976.

    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: 9,180 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,530 shares

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

  5. period ended2025-06-30
    13F 10,041 shares
    Change vs previous 13F +737 shares

    0.01% of the 13F portfolio, value $520,220.

    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: 8,363 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,678 shares

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

  6. period ended2025-03-31
    13F 9,304 shares
    Change vs previous 13F -70 shares

    0.02% of the 13F portfolio, value $556,277.

    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: 7,574 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,730 shares

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

  7. period ended2024-12-31
    13F 9,374 shares
    Change vs previous 13F -324 shares

    0.02% of the 13F portfolio, value $597,800.

    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: 8,169 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,205 shares

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

  8. period ended2024-09-30
    13F 9,698 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $716,197.

    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).