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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 12,109 IRM 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 12,109 shares
    Change vs previous 13F +332 shares

    0.03% of the 13F portfolio, value $1,529,490.

    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: 11,443 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 666 shares

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

  2. period ended2026-03-31
    13F 11,777 shares
    Change vs previous 13F +603 shares

    0.03% of the 13F portfolio, value $1,202,905.

    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: 11,304 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 473 shares

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

  3. period ended2025-12-31
    13F 11,174 shares
    Change vs previous 13F -934 shares

    0.02% of the 13F portfolio, value $926,884.

    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: 10,876 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 298 shares

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

  4. period ended2025-09-30
    13F 12,108 shares
    Change vs previous 13F -404 shares

    0.03% of the 13F portfolio, value $1,234,291.

    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: 11,777 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 331 shares

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

  5. period ended2025-06-30
    13F 12,512 shares
    Change vs previous 13F -205 shares

    0.03% of the 13F portfolio, value $1,283,357.

    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: 12,185 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 327 shares

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

  6. period ended2025-03-31
    13F 12,717 shares
    Change vs previous 13F +15 shares

    0.03% of the 13F portfolio, value $1,094,173.

    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: 12,438 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 279 shares

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

  7. period ended2024-12-31
    13F 12,702 shares
    Change vs previous 13F -39 shares

    0.04% of the 13F portfolio, value $1,335,109.

    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: 12,441 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 261 shares

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

  8. period ended2024-09-30
    13F 12,741 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,514,015.

    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).