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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 4,497 IR 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 4,497 shares
    Change vs previous 13F -401 shares

    0.01% of the 13F portfolio, value $368,710.

    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: 3,939 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 558 shares

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

  2. period ended2026-03-31
    13F 4,898 shares
    Change vs previous 13F +72 shares

    0.01% of the 13F portfolio, value $392,427.

    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: 3,822 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,076 shares

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

  3. period ended2025-12-31
    13F 4,826 shares
    Change vs previous 13F -183 shares

    0.01% of the 13F portfolio, value $382,317.

    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: 3,822 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,004 shares

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

  4. period ended2025-09-30
    13F 5,009 shares
    Change vs previous 13F +32 shares

    0.01% of the 13F portfolio, value $413,845.

    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: 3,998 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,011 shares

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

  5. period ended2025-06-30
    13F 4,977 shares
    Change vs previous 13F +77 shares

    0.01% of the 13F portfolio, value $413,986.

    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: 4,041 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 936 shares

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

  6. period ended2025-03-31
    13F 4,900 shares
    Change vs previous 13F +1,357 shares

    0.01% of the 13F portfolio, value $392,147.

    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: 4,010 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 890 shares

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

  7. period ended2024-12-31
    13F 3,543 shares
    Change vs previous 13F -140 shares

    0.01% of the 13F portfolio, value $320,501.

    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: 2,919 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 624 shares

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

  8. period ended2024-09-30
    13F 3,683 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $361,524.

    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).