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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 71,637 HD 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 71,637 shares
    Change vs previous 13F -6,969 shares

    0.5% of the 13F portfolio, value $25,264,673.

    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: 67,765 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,872 shares

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

  2. period ended2026-03-31
    13F 78,606 shares
    Change vs previous 13F +16,788 shares

    0.58% of the 13F portfolio, value $25,852,361.

    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: 73,805 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,801 shares

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

  3. period ended2025-12-31
    13F 61,818 shares
    Change vs previous 13F +1,313 shares

    0.48% of the 13F portfolio, value $21,271,529.

    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: 58,214 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,604 shares

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

  4. period ended2025-09-30
    13F 60,505 shares
    Change vs previous 13F +1,010 shares

    0.6% of the 13F portfolio, value $24,516,065.

    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: 56,334 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,171 shares

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

  5. period ended2025-06-30
    13F 59,495 shares
    Change vs previous 13F +75 shares

    0.58% of the 13F portfolio, value $21,813,241.

    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: 55,476 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,019 shares

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

  6. period ended2025-03-31
    13F 59,420 shares
    Change vs previous 13F +1,661 shares

    0.65% of the 13F portfolio, value $21,776,871.

    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: 55,547 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,873 shares

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

  7. period ended2024-12-31
    13F 57,759 shares
    Change vs previous 13F +1,814 shares

    0.7% of the 13F portfolio, value $22,467,799.

    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: 53,908 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,851 shares

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

  8. period ended2024-09-30
    13F 55,945 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $22,668,685.

    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).